Sign In

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 7 · RIABiz
Seven 'RIA' chief executives are stepping aside for CEO 'operators ... - RIABiz
Seven 'RIA' chief executives are stepping aside for CEO 'operators ... - RIABiz
Sep 7 · RIABiz
Amid 401(k) headwinds and assets stalled at $170 billion, Randy ... - RIABiz
Amid 401(k) headwinds and assets stalled at $170 billion, Randy ... - RIABiz
Jay Shah
Add to my network

Location

San Francisco Bay Area