Current Trends in Digital Investing
Join us for a moderated conversation with Sarah Kirshbaum Levy (AB' 93, MBA '98), CEO of Betterment, a technology-driven financial services company, about current trends in digital investing, human v. robo financial advice, having an impact on ESG issues through your investments, and other issues.
Speaker: Sarah Kirshbaum Levy is Chief Executive Officer of Betterment, the largest independent digital advisor. Sarah brings over 25 years of brand building, customer loyalty, corporate strategy and operational excellence to her role, and she has a passion for taking businesses to the next level. Sarah started her career at Disney and then spent over 20 years at Viacom, home to beloved brands including Nickelodeon, BET, MTV, and Comedy Central. Through a series of senior leadership roles, culminating in Chief Operating Officer, she led global strategy, finance and operations while shepherding global media phenomena, from SpongeBob to The Daily Show with Trevor Noah. Previously, Levy served as the Chief Operating Officer at Nickelodeon for over a decade, and drove expansion of the brand and business both organically and through acquisitions. This passion for brands and consumer experience is critical in today’s financial services environment where investors have many more choices of where to entrust their resources than they did even a few years ago. Their desire to work with companies that understand them and reflect their values is central to the value proposition that embodies Betterment.
Moderator: Jasmin Sethi, CEO of Sethi Clarity Advisers
Date: Tuesday, March 1, 2022
Location: Virtual over Zoom
Zoom meeting link and dial-in information will be sent with confirmation email after registering .
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Event Organizer: The Harvard Club of Philadelphia
7:00PM - 8:00PM Tue 1 Mar 2022, Eastern timezone
Virtual Event Instructions:
Look Who's Coming:
Sethi Clarity Advisers