Sarah levy talks about how she navigates succeeding a founder, why power can breed bad choices and how betterman is integrating sustain ability into investing in new ways. Plus her lessons of big companies versus smaller ones, and what she calls straddling these two worlds.
It may appear off-brand for Betterment, a digital investment adviser, to acquire a cryptocurrency investing platform. But CEO Sarah Levy explains that Betterment, positioned around its long-term diversification philosophy, has approached this volatile space with their tried-and-true principles top of mind. “Once we believe that an asset class is here to stay,” she says, “the question is: how do we responsibly incorporate that alongside a traditional investment strategy?” Levy, who became CEO in the midst of the pandemic, offers an intriguing perspective on how new, fast-moving digital finance platforms are shifting the norms of the industry. “We are not saddled with legacy businesses here that prevent us from chasing new dreams.”
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