In this episode, Mike Townsend interviews Jay Shah, President of Personal Capital, an Empower Company. Jay, as a founding executive member and current President of Personal Capital, shaped the pioneering digital wealth management company into what it is today. With more than 20 years of experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon Valley startup to a tech-enabled advisory business managing more than $17 billion in assets. The company now has visibility into over $1 trillion in linked account values on their free, financial tools dashboard where people consolidate and see all of their financial accounts securely in one place.
Jay’s focus remains on building & running consumer-direct FinTech entities that have redefined the banking, credit and wealth management landscape. Prior to joining Personal Capital, Jay served as CIO of E-LOAN, Inc., a multi-billion dollar consumer lending platform, where he facilitated the company’s acquisition by Banco Popular and led the build-out of the consumer-direct banking platform. Earlier in his career, he served as CTO and CIO at Myers Internet, a B2B SaaS enterprise platform for mortgage and real estate companies, and as Director of Technology, National Risk Management Services at PwC, where he created a strategic software practice for the firm’s emerging consulting businesses.
Jay currently serves as a director on the board of Personal Capital Corporation and was Chairman of the Technical Advisory Board at Ellie Mae from 2014 to 2018.
Advisory services are offered for a fee by Personal Capital Advisors Corporation (“PCAC”), a registered investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. PCAC is a wholly owned subsidiary of Personal Capital Corporation (“PCC”), an Empower company. PCC is a wholly owned subsidiary of Empower Holdings, LLC. 2020 Personal Capital Corporation. All rights reserved.
Mike Townsend: https://www.linkedin.com/in/townsendmike/
Faisal Khan: https://faisalkhan.com
Kinsa Durst: https://www.linkedin.com/in/kinsadurst
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