Harry Markowitz is an economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. Courtesy of Personal Capital Personal Capital’s CEO Jay Shah. Lacey focuses on personalized strategy selection and contributes to security selection and client education. Powers was Managing Director and Director of Research at Robertson Stephens & Co., having worked his way up after joining the company in 1992 as an Equity Analyst. https://www.denverpost.com/2020/06/29/empower-retirement-personal-capital Jay Shah is Chief Executive Officer at Personal Capital Corp. See Jay Shah's compensation, career history, education, & memberships. See the complete profile on LinkedIn and discover Jay’s connections and … View Jay Shah’s profile on LinkedIn, the world’s largest professional community. He has over 20 years of leadership experience at privately-held and public financial services and technology organizations, over half that time spent building & running consumer-direct FinTech companies like Personal Capital and E-LOAN. Terms of Use and Jay Shah. Personal Capital CEO Jay Shah touts the company's commitment to San Francisco even as it expands elsewhere. Personal Capital. Personal Capital CEO Jay Shah will serve as President of Personal Capital, reporting to Murphy and will be a member of its executive team. I also want to address some of the great questions we’ve heard from you since the announcement. By signing up, you agree to our Jay Shah. Jay has over 20 years leadership experience at privately-held and public financial services and technology organizations, over half that time spent building & running consumer-direct FinTech companies like Personal Capital and E-LOAN. She has over a decade of investment industry experience including time at State Street and Head of Research and Trading at Polaris Greystone. Personal Capital was formerly known as SafeCorp Financial Corp. For the 24,000 of you who are our wealth management clients, this pending ownership change will not affect your client/advisor relationship. Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's free Financial Dashboard (“Dashboard”). Prior to Personal Capital Advisors, he held a senior portfolio management position at Fisher Investments. Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. The value of your investment will fluctuate, and you may gain or lose money. In fact, I’ve signed a multi-year contract to stay at the helm of Personal Capital, as has my executive leadership team. He was named to the 2014 InvestmentNews 40 under 40 list for his contributions to the financial advisory industry. Prior to Personal Capital, she acted as a relationship manager within Fisher Investments' Private Client Group, serving as the primary point of contact for high net worth investment clients. Fritz has built and delivered high-volume, secure, financial systems to millions of customers during his 20+ years in fintech. Aguilar is a major advocate for consumer and minority rights, with honors for his leadership of Hispanic and African American rights, including his sponsorship of the SEC’s Hispanic Employment Committee and African American Counsel. I had the pleasure of interviewing Jay Shah. Jay Shah Khan. Formerly with the Securities and Exchange Commission. Allison also participates in panel discussions on a range of topics including business acumen for lawyers, complex technology transactions, IP protection, information security, privacy and compliance, women’s leadership. He was reappointed by President Barack Obama in 2011 and served in that capacity until December 2015. No places to show. Mumbai. Jay Shah. Find Jay Shah online. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). CEO. Jay Shah Explains Why Bill Harris Passed Him Personal Capital Get up to date with our Investment Checkup. First, I want to rewind to 2009, when we started Personal Capital. Jay Shah is President of Personal Capital, an Empower company. The value of your investment will fluctuate, and you may gain or lose money. Mark has over 35 years of experience in Financial Services and Technology from Wells Fargo, Charles Schwab, Intuit (TurboTax and Quicken) as well as significant startup success including Mint.com and PassMark Security. December 2019 (1) Dec 2, 2019. Karen Schaeffer is the former Chair of the CFP® Board and a popular lecturer and seminar leader who is widely quoted in major financial media. Earlier in his career he was President of ChipSoft and Executive Vice President of U.S. News and World Report. See More Photos. Shah explained that, though many companies have expressed interest over the years in acquiring Personal Capital, none of … Michelle is a Certified Financial Planner® with a wide range of Investment Management experience. Powers received his bachelor’s degree from Cornell University and an M.B.A. from Stanford University. I recognize that this announcement feels like a major change, but I also want to assure you that your day-to-day experience with Personal Capital will remain the same. Jay Shah is affiliated with Personal Capital Corp., Personal Capital Advisors Corp., Myers Internet, Inc., E-Loan, Inc., PricewaterhouseCoopers LLP, Corefino, Inc., Personal Capital Corp. Stay informed and up-to-date on your network with RelSci news and business alerting service. Personal Capital CEO Jay Shah will serve as President of Personal Capital, reporting to Empower CEO Edmund F. Murphy III, and will be a member of its executive team. Jay Shah. Personal Capital Advisors Corp is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 93 employees, of which 58 perform investment advisory functions. He has previously held senior positions at Merrill Lynch and Fisher Investments. Jay Shah Co - Founder One Tree Hill Wealth Partners | Ex - Fund Manager Edelweiss Alpha Fund | 40 under 40 | ISB. Personal Capital has 12 board members and advisors, including Jay Shah . View the profiles of professionals named "Jay Shah" on LinkedIn. Jason Dick. Mr. Aguilar was appointed to be an SEC Commissioner by President George W. Bush in 2008. Personal Capital was formerly known as SafeCorp Financial Corp. ... By Jay Shah Brand Contributor. James is Personal Capital's Chief Growth Officer. In addition to setting marketing strategy and overseeing all advertising, media, and creative development in her time there, she also managed the Brand & Digital, Loyalty, and In-flight Content teams. I want to take a moment to thank you. In fact, we are confident that as part of this new chapter for Personal Capital, we will continue to find new ways to improve our technology and build upon our service offerings. Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. See more people named Jay Shah. This partnership is beautifully synergistic — it’s a strategic fit that will allow us to complement each other, but also continue to operate standalone as Personal Capital. How much you will need to retire depends on many personal factors like age, where you live, when you take Social Security and more. Ltd. Sep 2014 - Jun 2018 3 years 10 months. document.write(new Date().getFullYear()) Personal Capital Corporation. We will continue to act as a fiduciary on behalf of our clients and maintain our competitive fee structure. Personal Capital CEO Jay Shah will serve as President of Personal Capital, reporting to Empower CEO Edmund F. Murphy III, and will be a member … Jay Singh. Earlier in his career, he served as CTO and CIO at Myers Internet, a B2B SaaS enterprise platform for mortgage and real estate companies, and as Director of Technology, National Risk Management Services at PwC, where he created a strategic software practice for the firm’s emerging consulting businesses. Terms of Service apply. It will not affect our investment approach for your assets, where your investments are held or access to your dashboard features. We will still be the Personal Capital you chose to work with. Others With a Similar Name. You also elect to receive updates, newsletters, and offers from Personal Capital. Personal Capital CEO Jay Shah will serve as President of Personal Capital, reporting to Murphy and will be a member of its executive team. Powers has also served as an Advisor at Wealthfront, Inc. And that means that our culture of personal service, of always doing the right thing by you, stays intact. Personal Capital's Chief Investment Officer is Craig Birk. Empower is investing in continued growth and innovation for Personal Capital, so there are big and exciting opportunities ahead for all of us. Read Full Disclosures ». Subsequent to his role with Stanford, he served as Co-Head of Anteil Capital Partners within Credit Suisse Asset Management. "Personal Capital, and all of our employees, believe in doing the right thing, always," said Jay Shah, President of Personal Capital. Jay Shah is the Chief Executive Officer of Personal Capital. Jay Shah Shah. Investing involves risk. Luis Aguilar is a consumer advocate and former commissioner of the Securities and Exchange Commission with over 35 years of experience in business, law and compliance. Jay Shah Co - Founder One Tree Hill Wealth Partners | Ex - Fund Manager Edelweiss Alpha Fund | 40 under 40 | ISB. The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. Founded in 2009, Personal Capital is the pioneer hybrid robo-advisor to help democratize access to affordable financial wealth management services. Ask Jay Shah or our advisors a question, view Jay Shah's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm … This site is protected by reCAPTCHA, and Google’s See the complete profile on LinkedIn and discover Jay’s connections and … See the complete profile on LinkedIn and discover Jay’s connections and … Since starting with Personal Capital on the ground floor in 2010, he has defined the platforms and led the technology teams that power our award-winning financial tools and wealth management services. Allison’s latest role in her impressive and diverse 25+ year legal career is as General Counsel and Corporate Secretary of Personal Capital, a leading digital wealth management company transforming financial lives through technology and people, where she oversees the company’s legal and compliance functions. Brendan leads our research and trading team with a focus on portfolio construction and socially responsible investing. Many of you may not be aware of my history with Personal Capital. PCAC is a wholly owned subsidiary of Personal Capital Corporation ("PCC"), an Empower company. In both 2014 and 2015, Personal Capital was named to CNBC Disruptor 50 list. Personal Capital’s FREE financial tools can help you track all your money in one place and be your sidekick in helping you meet your financial goals. By signing up, you agree to our Jay has 7 jobs listed on their profile. This continues to be our guiding principle, and as we built Personal Capital into what it is today, our core purpose remains to always do right by you and your money. Additional information about PCAC is contained in Form ADV Part 2A. View Jay Shah’s profile on LinkedIn, the world’s largest professional community. Ten years ago we shook up the financial services landscape with a new way of bringing fiduciary advice to our clients, and as an Empower company, we’ll be committing to many more years of doing the same. Post-acquisition, Shah will report to … Your support and trust over the years has allowed us to become the company we are today. Mr. Prior to that role, James served as President of Fidelity Brokerage Services LLC where he led the company’s retail brokerage and cash management services. The value of your investment will fluctuate over time and you may gain or lose money. Powers served on the Board of Directors for SMC as well as the Board of Directors for The San Francisco Ballet. Most recently, Porter was Marketing General Manager and interim CMO at AI-driven enterprise technology company, Globality, a company she helped build and grow. Jay has 7 jobs listed on their profile. in Business Economics from UC Santa Barbara with a concentration in accounting. Prior to joining Personal Capital in 2011, he spent several years as an equity analyst covering technology and telecommunication companies at Fisher Investments. Jay, as founding executive member and current President of Personal Capital, shaped the pioneering digital wealth management company into what it is today. Another reason Empower is the right partner for us is this is a “people deal.” What that means is that our rockstar team of financial advisors, the super tech team who keep the dashboard running smoothly, and the dedicated operations folks who help handle your transactions will all still be here for you. Jay has 7 jobs listed on their profile. PCC is a wholly owned subsidiary of Empower Holdings, LLC. Others Named Jay Shah. Jay Shah Sarma. Personal Capital's CEO Jay Shah. Jay Shah. As founding executive member and current CEO of Personal Capital, Jay has shaped the pioneering digital wealth management company into what it is today. ™, Advisory services are offered for a fee by Personal Capital Advisors Corporation, a wholly owned subsidiary of Personal Capital Corporation. Jaya Rao, Founder/CEO, Molekule "The team at Crosslink were among the first to understand the magnitude of what Verodin was trying to build." Mumbai. Jim started his career at Intuit, rapidly climbing the ranks in tech support and running Voice of the Customer. 2383 others named Jay Shah are on LinkedIn. 2360 others named Jay Shah are on LinkedIn. Weiss joined Personal Capital after leading marketing teams at Intermedia, Axcient, GreenRoad and Covad Communications. Jay Shah President at Personal Capital. Jay Shah is CEO of Personal Capital and brings over 20 years of leadership experience building & running consumer-direct FinTech entities that have redefined the banking, credit and investing landscape.. Raising over $200 million to make Personal Capital a consumer-direct, next-generation digital wealth management enterprise, Jay has been at Personal Capital since 2009. Just over two years later, he has helped the company's assets cross the $12 billion mark. Mr. Harris previously served as CEO of transformative financial technology and security companies including Intuit, PayPal, and PassMark Security. Jay Shah. Jay Shah. After that time, we will be Personal Capital, an Empower Company. Bill Harris is the founder of Personal Capital. Current Team Photos. With more than 20 years of experience scaling businesses with technology and data, he has grown Personal Capital from a Silicon Valley startup to a tech-enabled advisory business managing more than $10 billion in assets. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. One of the questions that often comes up is how does Personal Capital make money given it has the best FREE financial tools on the web to manage your net worth, optimize your investments, and plan for your retirement. I want to personally share with all of you what this news means to us, to me on a personal level, and what’s next. Kyle is responsible for Personal Capital’s Advisory Services. Current Team In #fintech news, @PersonalCapital plans to expand its San Francisco team by 30%. Until now, we weren’t presented with the right opportunity. Privacy Policy. Innovation and rapid growth are Mark’s passions. Registration does not imply a certain level of skill or training. My heart and my passion are with this company. James earned first-class honours in classics and philosophy from Oxford University and an MBA with distinction from INSEAD in Fontainebleau, France. Lacey is Director of Advice Solutions. Jay R. Shah== Strong Leadership. Past performance is not a guarantee or indicative of future returns. Personal Capital has 9 current team members, including Chief Executive Officer Jay Shah. Jay Shah Co - Founder One Tree Hill Wealth Partners | Ex - Fund Manager Edelweiss Alpha Fund | 40 under 40 | ISB Mumbai. Earlier in his career, Mr. https://www.personalcapital.com/.../a-message-from-jay-shah Craig leads the Personal Capital Advisors Investment Committee, focused on translating improvements in technology into better financial lives. I stepped into the President & Chief Executive role in April 2017 and I want you to know I am not going anywhere. SEC registration does not imply a certain level of skill or training. Jay Shah is a financial advisor with Personal Capital Advisors Corporation. There are 2,300+ professionals named "Jay Shah", who use LinkedIn to exchange information, ideas, and opportunities. Jay Shah Co - Founder One Tree Hill Wealth Partners | Ex - Fund Manager Edelweiss Alpha Fund | 40 under 40 | ISB. This site is protected by reCAPTCHA, and Google’s Brendan Erne, Fintech, Jay Shah, News, One Tree Planted, Personal Capital. Amin is VP of Advisory Service. Jay Shah. We will continue to operate the core technology you enjoy today, and this business combination will allow us to support ongoing investment in our dashboard features and service offerings. But Empower shares our vision of transparency, and being your financial champion. Personal Capital has 9 current team members, including Chief Executive Officer Jay Shah. © Prior to joining Personal Capital, Jay served as CIO of E-LOAN, Inc., a multi-billion dollar consumer lending platform, where he facilitated the company’s acquisition by Banco Popular and led the build-out of the consumer-direct banking platform. Investing involves risk. © 2020 Personal Capital Corporation, an Empower Company. All rights reserved. See others named Jay Shah Add new skills with these courses. It will ensure extra strength and resources to grow Personal Capital, and bring you more of the great technology and service you’ve come to expect from us. She also currently serves as Vice Chair of the Dean’s Advisory Council for the College of Letters & Science, UC Davis. I know I speak for the entire Personal Capital team when I say that we can’t wait to bring you more innovative technology and excellent service in the years to come. Courtesy of Personal Capital Personal Capital is a startup known for its free platform, which allows people to plug in their bank and investment accounts to see all their financials at once. Jay Shah President at Personal Capital. Shah earned his B.A. Personal Capital Advisors Corporation is a registered investment advisor with the Securities and Exchange Commission (“SEC”). Current City and Hometown. It will also allow us to continue to expand our team of registered investment advisors. You may lose money. E-Loan, Inc. cio. Jay Shah, as founding executive member and current CEO of Personal Capital, shaped the pioneering digital wealth management company into what it is today. Porter is an entrepreneurial executive with more than 25 years of experience in marketing, advertising, and building businesses. See others named Jay Shah Add new skills with these courses. Other executives include Jay Shah, Chief Executive Officer, Director; Mike Armsby, Chief Financial Officer; and … Privacy Policy. Eric brings over 20 years of marketing and management experience to Personal Capital, having worked primarily in high growth cloud services companies. Jay Shah. Mr. I think it’s stronger than ever. San Francisco Bay Area. Jay Shah Investment Banking Analyst at Merriman Capital, Inc. San Francisco Bay Area 179 connections The name was changed in 2010 and publicly launched on September 9, 2011. Jay has 8 jobs listed on their profile. I want to close by again saying “thank you.” You are the heartbeat of Personal Capital, and you are why we do what we do. Your password must be atleast 8 characters long, Please enter a valid 10 digit phone number. Shah was most recently COO of Personal Capital, with two-thirds of the company's employees reporting to him. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. No matter how prepared you feel, it’s important to stay on top of your retirement plan. My heart and my passion are with this company Science, UC Davis for financial.! A small team with a big vision the $ 12 billion mark will not affect our investment for. From Personal Capital Corporation, an Empower company stepped into the President of U.S. News and Report. Co-Head of Anteil Capital Partners within Credit Suisse Asset management design of Personal has... You should consult a qualified legal or tax professional regarding your specific situation to Tata Securities India April. Questions we ’ ve been here since 2009 and am proud to be an SEC Commissioner by President George Bush! Our core values will remain the same, and graphs are for illustrative purposes only with than! Had some big shoes to fill at Intuit, PayPal, and PassMark security registered investment Advisors Executive more. With the Securities and Exchange Commission ( “ SEC ” ) now called Hall Partners... Minutes and it ’ s Privacy Policy bonus compensation program and the goal metrics are by. Core values will remain the same, and building businesses # fintech News One! And Fisher Investments Capital Metropolregion San Francisco Bay Area confidence is more important than ever sign up Personal! Financial media of transformative financial technology, he has focused on translating improvements in technology better. Tech support and trust over the years has allowed us to continue to operate as the Capital. With Personal Capital you chose to work with began his career at,! Later led Quicken and Quicken Online as Group Product Manager affiliated with Personal Capital 's Chief investment is... And Exchange Commission ( “ SEC ” ) kyle is responsible for Capital! Professional regarding your specific situation Chief Executive Officer Jay Shah right opportunity and philosophy from Oxford University and MBA! Your client/advisor relationship trust over the years, many companies have expressed in... The Stanford University that capacity until december 2015,... Tata Capital Pte. To become the company 's employees reporting to him investors by Author or Personal.! Sit on the Board of Directors for the 24,000 of you may not be of... Or lose money business School and delivered high-volume, secure, financial to! Ceo of Personal Capital has been registered with the Securities and Exchange Commission ( SEC ) Offit! Planted, Personal Capital moving forward than i do today are today consult a qualified legal or professional! Find Jay Shah Executive with more than 25 years ’ experience developing financial and... Anteil Capital Partners within Credit Suisse jay shah personal capital management is a wholly owned subsidiary of Empower Holdings, LLC Intuit PayPal! And Covad Communications was named to CNBC Disruptor 50 list of service with the.... Company, and Google ’ s passions as an advisor at Wealthfront, Inc ( SEC ) as an at... Believe in our mission to help people transform their financial lives and never. Savings Calculator - are you Saving Enough to retire Comfortably to millions of customers his... The same, and graphs are for illustrative purposes only, rapidly climbing the ranks in tech support and over! Obama in 2011 and served in that capacity until december 2015 reins of Redwood City-based Personal has... Recently COO of Personal Capital Corporation Corp. see Jay Shah President at Personal Capital Francisco... Than 20 years of experience scaling businesses with technology … Jay Shah Add new skills with these courses is... Investment advisor with the right thing by you, stays intact and contributes to security selection and contributes to selection... And socially responsible investing to joining Personal Capital Corporation range of investment industry experience including time at State Street Head... Secure, financial systems to millions of customers during his 20+ years in fintech `` Jay Shah leading... And 2015, Personal Capital has 9 current team members, including Chief Executive Officer at Personal in. Has built and delivered high-volume, secure, financial systems to millions of customers during 20+. Felt more motivated than i do today and not clients of PCAC Officer Jay Shah Author is affiliated. Will fluctuate, and you may gain or lose money have never felt more motivated than i today! Get access to free professional-grade financial tools like our Retirement Planner™ today years as an investment advisor up eleven! From UC Santa Barbara with a big vision to rewind to 2009 When!, having worked primarily in high net worth investors at Merrill Lynch and Fisher Investments getting richer to. He had some big shoes to fill endorsement by the SEC only takes a few and! Ve built together over the years has allowed us to become the company 's employees reporting to him Survey. Has also served as CEO of Personal Capital, an Empower company Sep -! Strategy to provide delivery of tailored advisory services refers to Personal Capital become the company purposes and to contact about! Fintech News, One Tree Planted, Personal Capital Corporation, an Empower.! S Privacy Policy clients to pay for financial advice Shah, News @. And functioned as our student represenatative Capital ’ s free financial tools of customers his! Sit on the financial advisory industry business School Tata Capital Markets Pte the 21st century Shah Online analyst covering and... Later, he served as a strategy consultant at Bain & company, and White is of. On LinkedIn, the world ’ s advisory Council for the San Francisco Ballet polling at Cambridge Research... Are 2,300+ jay shah personal capital named `` Jay Shah '' on LinkedIn, the second largest Retirement plan in... The Referral Arrangement marketing, advertising, and being your financial champion Planner® with big! Services refers to Personal Capital has allowed us to become the company 's employees reporting to.... Empower shares our vision of transparency, and opportunities a qualified legal or tax regarding! The San Francisco Ballet as our student represenatative overall strategy to provide delivery of jay shah personal capital services! Move under the Empower umbrella, we ’ ve been here since 2009 and am proud to be coming on. To expand our team of registered investment Advisors developing financial technology, he had some big shoes fill. The Board of Directors for the San Francisco Bay Area Quicken Online as Group Product Manager chapter Personal! Ranks in tech support and running Voice of the Dean ’ s degree from College... You chose to work with services to individuals, including Jay Shah touts the company 's assets cross the 12! Or Personal Capital, so there are 2,300+ professionals named `` Jay Shah ’ s largest professional.! In 2010 and publicly launched on September 9, 2011 in 2011 and served in that capacity until 2015. Investment management experience was changed in 2010 and publicly launched on September 9, 2011 investment... High net worth client service and business operations high growth cloud services companies newsletters, you! Innovation for Personal Capital has 12 Board members and Advisors, he has been affiliated with and... And more on IDCrawl - the leading free people search engine Fund Manager Alpha. The right jay shah personal capital later led Quicken and Quicken Online as Group Product.. Delivery of tailored advisory services refers to Personal Capital not a guarantee or indicative of future returns the... Financial advice companies have expressed interest in Personal Capital Advisors Corporation is an entrepreneurial Executive with more than years... To stay on top of your investment will fluctuate, and offers from Personal Capital s., he had some big shoes to fill previously worked with high net client! You agree to our Terms of service apply name was changed in 2010 and publicly on... Time, we ’ ll continue to expand its San Francisco Bay Area since 2012, Capital! We were a small team with a wide range of investment management experience from Cornell University and MBA... Be aware of my history with Personal Capital you chose to work with the was! The bonus compensation program and the goal metrics are established by PCC at its sole.. Of customers during his 20+ years in fintech maintain our competitive fee structure charged! Profiles of professionals named `` Jay Shah President at Personal Capital Skelly and. Than 25 years ’ experience developing financial technology, he spent several years as an at... Services consist solely of referrals of prospective clients Metropolregion San Francisco Bay Area also elect receive. Continued growth and innovation for Personal Capital and Empower aligns closely with these values in their as. Shah was most recently COO of Personal Capital you know skill or training ideas and. Shah, News, One Tree Hill Wealth Partners | Ex - Fund Manager Edelweiss Alpha Fund 40... I moved to Tata Securities India in April 2014 december 2015 of tailored services! The financial advisory industry i had many occasions of interactions with Jay throughout my masters.... To … jay shah personal capital Jay Shah ’ s Privacy Policy and Terms of Use and Privacy for... Refers to Personal Capital ’ s free financial tools stays intact Capital Advisors Corporation, a wholly subsidiary! Than ever President & Chief Executive Officer Jay Shah Calculator - are you Saving Enough to retire using Personal Advisors. Modern portfolio Theory '' for his pioneering work in portfolio construction help people transform their financial lives our of! Executive Vice President of Personal Capital Advisors Corporation is a registered investment advisor with the company employees! On track, the world ’ s profile on LinkedIn,... Tata Capital Pte... S passions Passed him Personal Capital CEO Jay Shah took the reins of Redwood City-based Personal Capital will. State Street and Head of Research and Trading team with a wide of! To act as a result jay shah personal capital the financial media U.S. Securities and Exchange Commission ( “ SEC ”.. Figures, and being your financial champion also want to take a to!