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Jay Shah

CEO of Edelman Financial Engines

Jay Shah is a seasoned executive leader with over 20 years of experience in CEO, COO, and CIO roles across various types of companies in the financial services industry.

His expertise lies in building and managing FinTech-enabled entities that have transformed the client experience in wealth management, banking, and credit sectors through the synergy of people and technology.

Jay Shah holds a BA in Business Economics with a concentration in Accounting from UC Santa Barbara and has completed the Customer-Focused Innovation Program at Stanford University Graduate School of Business.

Throughout his career, Jay has held key positions in renowned organizations, including CEO at Edelman Financial Engines, Board Member at One, President & CEO at Personal Capital, Technology Advisor Board Chairperson at Ellie Mae, COO at Personal Capital, and CIO at Personal Capital.

Highlights

Sep 13 · linkedin

Delighted to share EFE captured #1 on Barron’s 2024 Top 100 RIA Firms - ONCE AGAIN - for the seventh consecutive year!

This one is for all of our employees who do such tremendous work on behalf of all the clients we serve - what an amazing team - well done!

#FromHereForward

Aug 19 · linkedin

It’s a privilege to be featured by InvestmentNews on my first anniversary at Edelman Financial Engines. What a team and a tremendous opportunity to uniquely serve so many people. It’s amazing that a year has flown by already. I’m proud of the work we are doing to help our clients achieve their financial goals. #FromHereForward

Jay Shah
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Location

San Francisco Bay Area