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People Moves Related to "An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks"


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Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.

December 8, 2020 at 5:27 PM

David Canter accepts demotion at Bluespring after zero closed deals in 2023, but only 14 months on the job is hardly a 'fair testing period,' M&A expert says

Stuart Silverman is replacing Canter on an interim basis after Canter replaced him as president 14 months ago; Canter accepted a 'senior advisor' job to hire his permanent replacement

August 25, 2023 at 3:18 AM

Second Betterment exec departs as new CEO Sarah Levy orients to her first month on the job and is confronted by personnel matters

Chief operating officer Dustin Lucien is the latest to leave the New York City robo-advisor, one of at least eight positions open as it prepares a push across multiple business lines to ignite growth.

January 19, 2021 at 6:32 PM

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