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FutureAdvisor was founded in 2010 when Bo Lu and Jon Xu, then at Microsoft, noticed that their friends were having trouble knowing how and where to invest. They realized that good financial advice is easy to apply at scale when powered by technology, and FutureAdvisor was born.
Chief Executive Officer
Bo leads business operations and strategy. Previously, Bo spent over five years at Microsoft, working in Product Planning and Program Management. Bo earned a degree in Computer Science from the University of Illinois Urbana-Champaign with a minor in Technology and Management, graduating with Highest Honors.
Chief Technology Officer
Jon serves as Co-Founder at FutureAdvisor, where he oversees the engineering organization. Before founding FutureAdvisor, he worked on Exchange ActiveSync, Windows Live Mobile, and Windows Phone 7 at Microsoft. Jon holds a degree in Computer Science from MIT.
Chief Operating Officer
Kameron is responsible for company operations and business strategy. Previously, he led US Retail Technology for BlackRock, helping to drive the FutureAdvisor acquisition and integration into BlackRock Solutions. Kameron has an MBA from Northwestern’s Kellogg School of Management and a BA from Yale University.
Adam provides primary legal support to FutureAdvisor. Adam brings 15 years of legal experience in the asset management industry, including 11 years with BlackRock and Barclays Global Investors. Adam obtained his law degree from U.C. Davis, where he received Order of the Coif recognition for academic achievement. Adam has also obtained a Master's Degree in Government Administration from the University of Pennsylvania and a BA in Philosophy from Vassar College.
Head of Business Development
Joe is Head of Sales and Business Development. He leads strategy, negotiations, and relationship management with partner financial institutions. Previously, Joe led business development for SecondMarket and worked in technology investment banking. Joe earned his BS in Economics and his MBA from Pennsylvania State University.
Head of Engineering
Brett heads up FutureAdvisor's Engineering team. Over his career he has improved Amazon's recommendations engine, started an educational microlending organization called Vittana, and served as CTO of Infrastructure at Opower. He graduated from the University of Illinois at Urbana-Champaign with a B.S. in Computer Science from the College of Engineering.
Head of Investments and Trading
Mike is responsible for investment oversight for FutureAdvisor and is a member of our Investment Committee. He also leads Managed Portfolio Solutions for BlackRock’s Multi-Asset Strategies group in the Americas and is lead portfolio manager for Target Allocation funds. He joined BlackRock in 1999 from Barra. Mike holds a MS in Economics from the University of California, Davis, and a BS, with honors, from the University of California, Davis. He is a CFA charter holder.
Head of Institutional Client Operations
Megan serves as the Head of Institutional Client Operations, previously leading implementations for FutureAdvisor’s institutional partners. She joined FutureAdvisor in 2014 from Fisher Investments, where she launched private wealth management operations in Europe and Canada, and led their service targeting mass affluent investors. Megan graduated from U.C. Berkeley with a B.S. in Conservation and Resource Studies.
Clyde is responsible for directing the design and implementation of FutureAdvisor’s software architecture. Before joining FutureAdvisor as its founding engineer, he was a principal designer and developer of the File Classification Infrastructure in Windows Server at Microsoft. He holds Bachelor’s and Master’s degree in Computer Science at MIT, doing his thesis in the Advanced Network Architecture Group.
Head of Platform Delivery
As head of Platform Delivery, Michael leads the team responsible for new partner implementations and ongoing service/support for existing partners. He has a combined 25 years' experience in enterprise software delivery, leading consulting and client services teams at Fiserv's Digital Banking group and Oracle Consulting. He holds a BA in Economics from the University of California at Davis.
Head of Customer Adoption & Marketing
Dara works with partner firm marketing and training teams to define and execute go-to-market strategies and on-going engagement programs. She has spent her career focused on turning customer insights into marketing strategy for leading companies including BlackRock, Nielsen, and Microsoft. Dara graduated from Washington University in St. Louis with degrees in marketing and history.
Head of Business Operations and Strategy
Dervilla is responsible for overseeing day to day operations and leading strategic projects. Prior to this, she held a number of roles within BlackRock’s Legal and Compliance group over 7 years based in San Francisco, Dublin, and London. Dervilla earned a law degree (LLB Hons) from Trinity College, Dublin and was admitted to the Roll of Solicitors in both Ireland and England and Wales.
Our Investment Committee
FutureAdvisor's Investment Committee is a team of industry leaders with diverse experience. They have spent decades conducting primary research and managing billions of dollars of assets. They apply that expertise to help guide our investment strategy. The Investment Committee includes Mike Gates. External members of the Investment Committee are:
Ronald Ratcliffe, Ph.D
Managing Director, BlackRock, Inc.
Ronald is the Head of BlackRock's Multi-Asset Investment Risk - Americas West Group and a member of BlackRock's Risk & Quantitative Analysis Group.
Managing Director, BlackRock, Inc.
Kevin is BlackRock’s Global Head of Managed Models within the Multi-Asset Strategies Group. He is primarily responsible for investment oversight of the Managed Models business.
We are an award-winning registered investment advisory firm serving clients nationwide from our offices in downtown San Francisco. Our team of Chartered Financial Analysts, data scientists, and our portfolio manager use software to monitor and manage our clients' investment accounts from a household-wide, long-term perspective. Our designers, engineers, marketers, and service specialists are hard at work to build the best possible client experience.
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