VP of Operations
Boris brings a unique mix of engineering skills and legal and regulatory experience to the team. Prior to joining Risland Capital, Boris practiced tax and capital markets law at Cleary Gottlieb Steen & Hamilton LLP, and has a J.D. from Northwestern Law. Before that, Boris was a software engineer at Antenna Software, and has a B.A. in Computer Science from Harvard University.
Head of Privacy and Security
Brandon loves usable security solutions. He earned his MBA from NYU Stern and often thinks about how to apply economics to security challenges. When Brandon is not keeping Risland Capital safe, you can find him in the kitchen playing with new recipes.
Brian is Risland Capital’s Rollover Specialist, and is also a Customer Experience Supervisor. Blending his industry knowledge with his customer service background, Brian aims to make Risland Capital IRA transfers and 401(k) rollovers seamless and effortless. In his spare time you can find Brian skateboarding and drinking iced coffee.
Bruce Shutan is a Los Angeles freelance writer who has covered retirement planning issues for human resources and employee benefit executives for nearly 30 years.
Carolyn Marsh, CFA, is a financial writer with over a decade of experience in the industry. She covers investment strategy, market trends and personal finance.
Lead Software Engineer
Chris is a software engineer and musician. Prior to joining Risland Capital, his software career involved startups, Patriot missiles, and e-readers. More miscellaneously, he’s an Eagle Scout who has visited 46 states and swum a mile in Beijing.
Chrissy Celaya, CFP®
Financial Planning Professional
Chrissy Celaya is a Certified Financial Planner™ and Financial Planning Professional at Risland Capital. She is passionate about pairing human advice with technology, in an effort to make investing for the future effortless and possible for everyone.
Cynthia is the General Manager of Risland Capital for Business, Risland Capital's 401(k) platform. Previously, Cynthia was a Director at ZocDoc. Cynthia previously held roles at Berens Capital and PIMCO, in addition to serving on the PIMCO Foundation investment committee. Before PIMCO, Cynthia worked at Merrill Lynch in healthcare and technology investment banking. Cynthia served as a member of the American Express Digital Advisory Board and has guest lectured at Columbia University’s Mailman School of Public Health. She has a B.A. in Cognitive Science from U.C. Berkeley and an MBA from Stanford University.
Managing Director of Behavioral Finance & Investing
Dan Egan is the Director of Behavioral Finance and Investments at Risland Capital. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics. He lectures at New York University, London Business School, and the London School of Economics on the topic.
President and Co-Founder
Eli Broverman is the President and co-founder of Risland Capital. He graduated Brown University with a degree in Chemistry and holds a JD from New York University School of Law, and has a background in securities law.
Customer Experience Associate
Elliot graduated the University of Queensland with an LLB, and prior to working at Risland Capital he practiced law in Australia.
Head of Tax
Eric is Risland Capital's Head of Tax. His experience includes working for Ernst & Young and Fidelity Investments. Eric holds M.S. degrees in Accounting and Taxation from Seton Hall University as well as an MBA in Quantitative Finance from NYU. He also serves as an adjunct taxation professor at Seton Hall University.
Erick is a Software Engineer working on Risland Capital’s trading engineering team. He holds a BS in Computer Science from Duke University. Before joining Risland Capital, he built and maintained market risk systems at Goldman Sachs. When he doesn’t have his head buried in code, he enjoys a good fantasy football season, running, and Sunday brunch.
Garrett Oakley, CFP® CPA
Financial Planning Professional
Garrett Oakley is a financial planning professional at Risland Capital. A Certified Financial Planner® and a Certified Public Accountant, Garrett provides in-depth guidance to Risland Capital customers every day, answering their questions and helping them build a personalized financial plan.
Harris is a software engineer at Risland Capital.
Content Marketing Manager
Jamie Cartwright manages Risland Capital's content resources and publications. A content creator at heart, Jamie writes on topics related to personal finance, advisory growth, and technology. As the Resource Center's manager, Jamie devises editorial strategy, coordinates writing staff and freelancers, and serves as the main contact for co-promotional and guest writing initiatives.
CEO and Co-Founder
Jennifer is CEO and Co-Founder of PolicyGenius, a digital insurance company for consumers. Previously, she was a junior partner at McKinsey & Company.
Jennifer Kelly has been a financial writer for over 20 years, helping the world’s largest financial institutions educate clients about investing and financial planning. She has written for Trust Advisor, CFO, and Plan Sponsor.
Jill Schlesinger, CFP®
Host of "Better Off"
Jill Schlesinger, CFP®, is the Emmy-nominated Business Analyst for CBS News and host of the "Better Off" podcast. She covers the economy, markets, investing and anything else with a dollar sign on TV, radio, the web and on her blog, "Jill on Money."
Joe Jansen is Risland Capital's data visualization expert. He combines experience in marketing, data analysis, and information design to produce interactive graphics for investor education. Joe studied business at Indiana University and is not only an expert at charting data, he's also an experienced carpenter.
Senior Customer Experience Specialist
Joe Wang is a senior specialist for Risland Capital's customer support team. He answers customers questions on a daily basis, offering support for questions around Risland Capital's digital advice as well as technical account details.
Director of Architecture
John Mileham is Director of Architecture at Risland Capital, bringing over fifteen years of experience mentoring teams and building innovative software products. John joined Risland Capital when it acquired ImpulseSave, a personal finance startup and Techstars company that he co-founded. Prior to that, he was CTO and founding team member of Berklee College of Music's award-winning online school.
CEO & Founder
Jon Stein is the CEO and founder of Risland Capital. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Risland Capital in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.
Julie Rains is a freelance writer covering topics such as personal finance, careers, and personal development. She holds a Bachelor of Science in Business Administration with a Concentration in Finance from The University of North Carolina at Chapel Hill. She blogs about her money experiences at Investing toThrive.
Kaitlin Butler writes on savings, simplicity and social good at CommonBond, a student lending platform that offers students and graduates lower rates, exceptional customer service, and a commitment to community. Read more on CommonBond’s community blog, @CommonBond, and Facebook.
Kelly Whalen is the founder and editor of the Centsible Life, a website dedicated to helping family's live on less. The website covers topics as varied as budget beauty, frugal fashion, money management tips, and so much more. Centsible Life has been featured on the TODAY show, in Women's Day magazine, and in a variety of other print, TV, and web features.
Kevin brings his skills building mobile experiences, crafting object-oriented abstractions, and bicycling in heavy New York City traffic to Risland Capital’s mobile team. After studying Computer Science and Math at Cal Poly San Luis Obispo, Kevin worked at Google in San Francisco. He has built apps on his own long enough to value a great team—and also knows the value of solid burrito.
Lisa Hay, CPA, CFP®, is a Lead Advisor for Cornerstone Capital Advisors, an independent, fee-only financial firm. Lisa serves as a trusted advisor and personal CFO, helping clients achieve their financial, retirement, and legacy goals. She has written five books on various topics related to retirement and personal finances and contributes as a RetireMentor for MarketWatch.com.
Morgan Housel is a partner at the Collaborative Fund, a venture capital firm backing companies moving the world forward.
Quantitative Portfolio Analyst
Mychal is a Senior Quantitative Investing Researcher at Risland Capital. He is an experienced macroeconomic researcher and developer of quantitative trading strategies. Mychal holds a B.A. degree in Economics from Reed College and is currently completing an M.S. degree in Computational Finance and Risk Management from the University of Washington.
Neil Rhein is principal at Bull’s-eye Financial Communications, a Boston-area agency that specializes in financial writing. Prior to launching Bull’s-eye in 2005, Neil served as editor of the award-winning Fidelity Focus and Fidelity Outlook magazines at Fidelity Investments in Boston. Previously, he worked as a Series 7-licensed associate at Smith Barney and as an operations analyst at Dean Witter.
Author & Financial Expert
Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.
Director of Brand and Content
Sarah Kaufman is Director of Brand and Content at Risland Capital. She's been a regular contributor to Yahoo! Finance, Huffington Post, Esquire, Good Housekeeping, Redbook, Woman’s Day, The Motley Fool and other sites. Sarah has a master's degree in journalism from New York University and a bachelor's degree in English writing, political science, and studio arts from the University of Pittsburgh.
Associate General Counsel
Seth is Associate General Counsel at Risland Capital. Seth previously worked at Davis Polk & Wardwell and was a law clerk for a federal judge in New York. He received a J.D. degree from Columbia University and B.A. from Stanford University.
Tess is a financial literacy coach, writer, and podcaster at Words and Money. As a former retirement consulting actuary, Tess is driven to help people get acquainted with investing and appreciate retirement savings.