Jay Shah

CEO @PersonalCapital by day, father/husband always. Fan of old alternative bands, the #GreatOutdoors, & #FiduciaryRule. Bay Area native. #FinTech #SiliconValley

[Jay Shah @JayShah_PC]

We teamed up with @Kiplinger to study how market volatility is influencing retirement planning - see what we learned and visit @PersonalCapital for tools to help you prepare. https://t.co/tigcdKBHrQ

[Jay Shah @JayShah_PC]

.@PersonalCapital's latest report reveals an alarming amount of mistrust in the US financial services industry. When it comes to wealth management, anything less than advice that meets the fiduciary standard simply isn’t acceptable. Investors deserve more! https://t.co/FF5fhiPLhC

[Jay Shah @JayShah_PC]

Welcome to the team @portergale!

[Jay Shah @JayShah_PC]

Investing can be intimidating for the new investor. Here are 15 helpful hints from the Forbes Finance Council. https://t.co/tSDmVaQkrb

[Jay Shah @JayShah_PC]

As the new year approaches, there’s no better time to reflect on lessons from a decade ago and resolve to do better. https://t.co/LjL0zlcsL1

[Jay Palter @jaypalter]

Just in time for the weekend...
@craigiskowitz delivers yet another stellar summary of a jam-packed industry event, this time #InvestWest in #SF
https://t.co/QRQs4thAHk
w/ @gspitzner @ragspag @JayShah_PC @robfreedman @JudMackrill @allisonfong @leimer @psb_dc @Jeff_Marsden

[Jay Shah @JayShah_PC]

Thank you for the nice write-up @ianmckennaftrc. It was great to see you again at InVest! https://t.co/m93pAc0E51

[Jay Shah @JayShah_PC]

Beautiful view from our rocket ship! It was an honor to kick off the day at #InVestWest. Loved the theme of convergence of east & west + the evolution of tech & advisory!

[Craig Iskowitz @craigiskowitz]

.@PersonalCapital scaled up in middle of country, moved main office from SF to Denver five years ago & opened hubs in Dallas & Atlanta, want to be in the time zone of consumers @JayShah_PC #InvestWest2018

[Andrew Welsch @AndrewWelsch]

Will software eat the world? We don’t think so. We think the advisor will continue to play a role, Shah tells #InVestWest

[Kelly Forst @kellyaforst]

There’s now a greater distinction between robo advisors and hybrid models. New entrants will come, others will go, says @JayShah_PC at #investwest the human advisor will be the winner, enabled by technology

[Craig Iskowitz @craigiskowitz]

.@PersonalCapital has been a hyper-growth enterprise,w/ >50% growth year over year since inception @JayShah_PC #InvestWest2018

[Andrew Welsch @AndrewWelsch]

Shah talks about their presence in Denver, Dallas and Atlanta: "We’ll see double digit growth in those markets and we’ll continue to expand our labor force in those markets." #investwest

[Andrew Welsch @AndrewWelsch]

Clearly, we’ve been purpose built to have advisory from day one. That’s always been part of the playbook, @PersonalCapital CEO Jay Shah says #investwest

[Craig Iskowitz @craigiskowitz]

.⁦@sulemandn⁩ interviewing ⁦@JayShah_PC⁩ about the trajectory & growth strategy of ⁦@PersonalCapital⁩ w/ AUM up 130% the past year #investwest2018

[Jay Shah @JayShah_PC]

I'm thrilled to announce that Marina Levinson has been appointed to @PersonalCapital's board of directors! I am confident Marina will be an insightful, unique voice on our board, and help guide us into our next chapter of growth. https://t.co/ZdzBgwqdxq

[Jay Shah @JayShah_PC]

@andrewhurstdog @PersonalCapital Thank you for bringing this to my attention, Andrew. This does not align with our values at Personal Capital. We strive to uphold our legacy of trust every day, and I'm disappointed to hear that we fell short in your experience with our team. We will be in contact.

[Coryanne Hicks @coryanne_hicks]

Q: What will financial advice look like in 10 years? A: Transparent, tech-enabled and empowering but most importantly, engaging, Shah says. We need more tools to get people engaged in their finances. This is the role of the innovators and startups at #Money2020

[Coryanne Hicks @coryanne_hicks]

Account aggregation is key: Only after connecting consumers’ entire financial lives can financial service providers offer genuine financial advice, according to @jayshah_PC of @personalcapital at #Money2020

[Bill Sullivan @WFSULLIVAN3]

The future of advice will be transparent, tech-enabled, and engaging" - @JayShah_PC CEO @PersonalCapital at #Money2020