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Daniel P. Egan

Behavioral Finance, Investing, Mobile Eng at Betterment

Daniel P. Egan is a Mobile Engineer at Betterment, where he uses behavioral finance to help people make better financial and investment decisions.2 He joined Betterment in December 2012 and is the Director of Behavioral Finance and Investing.2 In this role, he ensures that Betterment's customers get the best possible take-home returns, considering fees, taxes, and risk.2

His responsibilities include strategic asset allocation, individual portfolio optimization, personalizing ongoing management, minimizing taxes, crafting cash-flow advice, and implementing automated investment management strategies.2 He also applies behavioral finance in UX and service design and manages the client behavior gap.2

Before becoming a Mobile Engineer in June 2022, Daniel was the Director of Behavioral Finance and Investing at Betterment.2 In 2020, he taught himself Flutter, a cross-platform app framework.1 He is also the founder of PreThink, a consulting company that provides practical behavioral science in financial services and tech.1

Daniel holds an MSc in Decision Science from the London School of Economics and a BA in Economics from Boston University.3 His LinkedIn username is dpegan.2

Highlights

Nov 18 · chipmanbrown.com
Daniel G. Egan Partner - Chipman Brown Cicero & Cole, LLP
Jun 25 · kitces.com
What Robo-Advisors Can Teach Human Advisors w/ Dan Egan
What Robo-Advisors Can Teach Human Advisors w/ Dan Egan

Related Questions

What are some of the novel ideas Daniel P. Egan has come up with for Betterment?
How does Daniel P. Egan incorporate behavioral finance into Betterment's investment advice?
What is PreThink, and how does it relate to Daniel P. Egan's work at Betterment?
What are some of the projects Daniel P. Egan has worked on at Betterment?
How did Daniel P. Egan transition from behavioral science to mobile engineering?
Daniel P. Egan
Daniel P. Egan, photo 1
Daniel P. Egan, photo 2
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Location

New York, New York, United States