Our Full-Time Team and Company Advisors

Meet the people behind this innovation.

Our team has led the development and implementation of numerous laws and regulations governing the financial markets, advised high net-worth investors, and led the development of new technologies, including one of the world’s largest investment management products, now managing over $100 billion in assets.

Matt Fellowes, PhD

Matt Fellowes, PhD

CEO and Founder

Background: Chief Innovation Officer at Morningstar, Founder & CEO of HelloWallet · Education: PhD, University of North Carolina; MPP, Georgetown University

Elizabeth Kelly, MSc, JD

Elizabeth Kelly, MSc, JD

SVP of Operations

Background: Special Assistant to the President at the White House National Economic Council · Education: JD, Yale Law School; MSc, University of Oxford

Chessy West, MBA

Chessy West, MBA

SVP of Finance

Background: Morningstar, HelloWallet, MCG Capital · Education: MBA, Georgetown University

Andrew Vincent, MBA

Andrew Vincent, MBA

SVP of Product

Background: Morningstar, HelloWallet, and BlackBoard · Education: MBA, Indiana University

David Wolfand

David Wolfand

SVP of Engineering

Background: Morningstar, HelloWallet, Sapient · Education: BS, University of Maryland

Gavin Beske

Gavin Beske

General Counsel

Background: FBR & Co., Gibson, Dunn & Crutcher LLP · Education: JD, Columbia Law School

Peter Fitzgerald, JD

Peter Fitzgerald, JD

Company Advisor

Background: Current Chairman, Chain Bridge Bank, N.A.; Former U.S. Senator (IL) · Education: J.D., University of Michigan School of Law

Erica Groshen, PhD

Erica Groshen, PhD

Company Advisor

Background: Current Senior Scholar at Cornell University-ILR School; Former Commissioner of the U.S. Bureau of Labor Statistics · Education: MA and PhD in Economics, Harvard University

Mark Iwry, MPP, JD

Mark Iwry, MPP, JD

Company Advisor

Background: Senior Advisor to Secretary at U.S. Dept. of Treasury, Covington & Burling · Education: MPP and JD, Harvard University

Adam Looney, PhD

Adam Looney, PhD

Company Advisor

Background: Deputy Assistant Secretary for Tax Analysis at U.S. Dept. of Treasury · Education: PhD in Economics, Harvard University

Tim Gronniger, MPP

Tim Gronniger, MPP

Company Advisor

Background: Centers for Medicare and Medicaid Services, White House Domestic Policy Council · Education: MPP, University of Michigan; MHSA, University of Michigan

Howard Iams, PhD

Howard Iams, PhD

Company Advisor

Background: Acting Director of Policy Evaluation and Modeling at Social Security Administration · Education: PhD, University of Michigan

Kevin Whitman

Kevin Whitman

Company Advisor

Background: Director of Policy Research at Social Security Administration · Education: MPP, George Mason University

Nir Kaissar, CFA

Nir Kaissar, CFA

Company Advisor

Background: Unison Advisors, Bloomberg Gadfly, Sullivan & Cromwell LLP, Ernst & Young · Education: JD, University of Michigan

James Smigiel

James Smigiel

Company Advisor

Background: Current Chief Investment Officer of Non-Traditional Strategies at SEI

Ned Brody, MBA

Ned Brody, MBA

Company Advisor

Background: Head of the Americas at Yahoo, Chief Revenue Officer at AOL · Education: MBA, University of Pennsylvania

John Wider

John Wider

Company Advisor

Background: President and CEO of AARP Services

Steve Utkus, MBA

Steve Utkus, MBA

Company Advisor

Background: Current Head of Vanguard Center for Investor Research · Education: MBA, University of Pennsylvania

Ben Meirowitz, MBA

Ben Meirowitz, MBA

VP of Member Success

Background: HelloWallet, Morningstar, SunLife Financial · Education: MBA, Georgetown University

Dave Bann

Dave Bann

VP of Operations

Background: StreetShares, Congressional Staff, U.S. Marine Corps · Education: MBA, Georgetown University; MPA, Harvard University

Davey Quinn, MBA

Davey Quinn, MBA

VP of Investments

Background: Portfolio Manager, Dimensional Fund Advisors · Education: MBA, University of Chicago

Robert V. (Bob) Bolen, CFA, CFP®

Robert V. (Bob) Bolen, CFA, CFP®

Senior Financial Advisor

Background: President of Envision Wealth Planning · Education: MBA, Indiana University

Don Potter

Don Potter

Senior Financial Advisor

Background: President of Benefit Strategies; SIGMA Financial Services

Shannon Delaney

Shannon Delaney

Senior Financial Advisor

Background: President of Strategic Financial Solutions

Corbin Blackwell, CFP®

Corbin Blackwell, CFP®

Financial Advisor

Background: Morgan Stanley, Farr, Miller & Washington

Lara Langdon, PhD

Lara Langdon, PhD

VP of Research and Algorithm Development

Education: Ph.D. in Mathematics, George Washington University

Mike McKenney, MBA

Director of Quality Engineering

Background: U.S. Army, Concur, AT&T · Education: MBA, Case Western Reserve University

Monique Cucchi

Monique Cucchi

Art Director

Background: Sapient, Essential Media Partners

Meggie Ladlow

Meggie Ladlow

Lead Software Engineer

Background: Palantir

Ben Samuel

Ben Samuel

Lead Software Architect

Background: Amazon Web Services, U.S. Army

Daniel Schep

Daniel Schep

Senior Software Engineer

Background: Endgame, Celerity IT, Novetta

Evan Botello

Evan Botello

Software Engineer

Background: Excella Consulting

Lincoln Plews

Lincoln Plews

Research Assistant

Background: Hillary for America, Raymond James

Tibor Pacalat

Tibor Pacalat

Quality Assurance Engineer

Background: Contribusource LLC, Bettermarks GmbH

Calvin Mlynarczyk

Calvin Mlynarczyk

Software Engineer

Background: U.S. Army, H3.Group

Carrie Olsen

Carrie Olsen

Member Success Associate

Background: Benefit Strategies, SIGMA Financial Services

Kathy Fowler

Kathy Fowler

Member Success Associate

Background: Envision Wealth Planning