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.

Sarah Levy, CEO of Betterment and former executive at Disney, dives into the evolution of financial services and the critical role of trust in decision-making. She discusses how Betterment balances simplicity with increased investor choices, while emphasizing fiduciary responsibility. The conversation explores AI's impact on wealth management and the unique financial behaviors of Gen Z, highlighting their confidence alongside anxiety about the future. Sarah offers insights on navigating the wealth sector, underscoring the importance of starting retirement planning early.

Michelle Jamrisko, White House and National Security Editor for Bloomberg News, breaks down the surprising cordiality between President Trump and New York mayor-elect Zohran Mamdani during their meeting. They discuss the potential political ramifications and implications for federal funding. Sarah Levy, CEO of Betterment, dives into consumer investing behavior and introduces their new self-directed investing offering, while Eric Weiner explores market reactions, AI-driven trade dynamics, and the crucial indicators of financial risk.

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.