Personal Capital CEO and leadership

Q: Who is the CEO of Personal Capital?

The CEO of Personal Capital is Jay Shah.

Q: Who is the founder of Personal Capital?

Bill Harris, Karen Schaeffer, Rob C. Foregger and Louie Gasparini founded Personal Capital.

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Personal Capital CEO and executives

Executive Summary. Based on our data team's research, Jay Shah is the Personal Capital's CEO. Personal Capital has 1,500 employees, of which 40 are in a leadership position.

Here are further demographic highlights of the leadership team:

The Personal Capital executive team is 38% female and 63% male.
66% of the management team is White.
15% of Personal Capital management is Hispanic or Latino.
11% of the management team is Black or African American.

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Name & TitleBio

Jay Shah

CEO

Jay Shah is President of Personal Capital, an Empower company. With over 20 years of executive leadership experience at professional services, privately-held and public companies, his focus is building & running consumer-direct FinTech entities that have redefined the banking, credit and wealth management landscape.

Bill Harris

Founder

Karen Schaeffer

Board Member

Rob C. Foregger

Founder

Louie Gasparini

Founder

Cfp® Craig Birk

Chief Investment Officer

Craig Birk is a Chief Investment Officer at Personal Capital. He has worked as Exec VP:Portfolio Mgmt at Personal Capital and Head:Portfolio Mgmt at Fisher Investments. Craig attended UCLA.

Mark Goines

Chief Marketing Officer

Marketing and Strategy leader, Technology Investor, Advisor, Board Member.Specialties: Software, SaaS, Credit, Financial Services, Consumer Marketing, Consumer Electronics

Kyle Ryan

Executive Vice President

Fritz Robbins

CTO/CIO

Technology leader with skills and experience ranging from inspired C-suite leadership to expert software and systems architecture.Successful track record of building and leading technical organizations from ground-floor startup phase, through fast growth, and into maturity.Development and delivery of top-rated products and services in the online financial services and security markets.Resilient, secure, and scalable enterprise technology and architectures.Specialties: • Secure, reliable systems at Internet speed and scale • Strategic technology and business planning• Recruiting, leading, retaining, and growing technology talent• Information Security (Applications, Systems, Users, and Data) • Multi-channel (web, mobile) delivery of cloud-based web services.• DevOps and Cloud Infrastructure, including AWS• Successful, reality-based, Agile/Scrum practices

James Burton

Chief Growth Officer

James Burton is the Chief Growth Officer at Personal Capital. He was the Executive Vice President and Chief Marketing Officer of Fidelity Investments before that.

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Personal Capital founders

Name & TitleBio

Bill Harris

Founder

Karen Schaeffer

Board Member

Rob C. Foregger

Founder

Louie Gasparini

Founder

Personal Capital board members

Name & TitleBio

Jay Shah

CEO

Bill Harris

Founder

Karen Schaeffer

Board Member

Rob C. Foregger

Founder

Cfp® Craig Birk

Chief Investment Officer

Craig Birk is a Chief Investment Officer at Personal Capital. He has worked as Exec VP:Portfolio Mgmt at Personal Capital and Head:Portfolio Mgmt at Fisher Investments. Craig attended UCLA.

Mark Goines

Chief Marketing Officer

Marketing and Strategy leader, Technology Investor, Advisor, Board Member.Specialties: Software, SaaS, Credit, Financial Services, Consumer Marketing, Consumer Electronics

Kyle Ryan

Executive Vice President

Brendan Erne

Board Member

Lacey Cobb

Board Member

Jennifer Moxon

Board Member

Personal Capital leadership demographics

Personal Capital gender distribution in management team

The Personal Capital executive team is 38% female and 63% male.
Personal Capital is 29% female and 71% male company-wide.

Male

63%

Company-wide: 71%

Female

38%

Company-wide: 29%

Personal Capital executives by race

Management Team:

The most common ethnicity among Personal Capital executive officers is White.
66% of the management team is White.
15% of Personal Capital's management is Hispanic or Latino.
11% of the management team is Black or African American.

Company-wide:

White is the most common ethnicity company-wide.
63% of employees are White.
16% of employees are Asian.
10% of employees are Hispanic or Latino.

Management team
General

100%

80%

60%

40%

20%

Unknown

White

Black or African American

Asian

Hispanic or Latino

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Updated November 18, 2022

Zippia gives an in-depth look into the details of Personal Capital, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Personal Capital. The employee data is based on information from people who have self-reported their past or current employments at Personal Capital. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Personal Capital. The data presented on this page does not represent the view of Personal Capital and its employees or that of Zippia.

Personal Capital may also be known as or be related to Personal Capital, Personal Capital Corp and Personal Capital Corporation.