Sarah Levy

Sarah Levy, CEO of Betterment and expert in digital investment, shares her insights on handling market volatility. She discusses the impacts of recent economic swings on everyday investors and stresses the importance of a diversified investment portfolio. Levy dives into the rise of crypto and socially responsible investing, highlighting generational shifts in financial attitudes. With a clear vision, she encourages listeners to develop their unique approach to money management amidst market noise.

In this engaging discussion, Sarah Levy, CEO of Betterment, shares her journey leading the wealth management company that manages $56 billion in assets. She dives into the transformative role of automation and AI in finance, promising enhanced efficiency and compliance. Sarah also discusses Betterment's growth strategy, recent acquisitions, and their mission to democratize financial advice. Emphasizing long-term diversification and tax optimization, she highlights the importance of financial literacy for empowering a broader range of customers.

In this discussion with Sarah Levy, CEO of Betterment and former COO at Viacom, listeners gain insights into the evolving landscape of digital finance. Levy elaborates on Betterment's surprising move into cryptocurrency, emphasizing the importance of integrating new asset classes responsibly. She tackles challenges in investor trust and the need for diversification in this volatile market. With a focus on socially responsible investing, Levy also reflects on leadership transitions and how to adapt investment philosophies to meet modern needs.