The PhDs on our research team work hard to implement time-tested investment strategies and develop a data-driven planning experience that’s personalized for you.
Our software applies their best thinking to the moves we make in your account. Automated planning and investing is how we deliver all their expertise in your pocket.
The PhDs on our research team work hard to implement time-tested investment strategies and develop a data-driven planning experience that’s personalized for you.
Our software applies their best thinking to the moves we make in your account. Automated planning and investing is how we deliver all their expertise in your pocket.
Get inside the minds that are inside your portfolio.
Our foundational research
This overview of our investment methodology explains the framework we use to construct our clients’ portfolios.
We explain how this strategy works and why we believe it should be a fundamental component of your overall investment approach.
We review the strategy and approach to implementing this time-tested strategy rooted in academic research recognized with two Nobel Prizes.
Our latest thinking
Fees, including advisory fees, compound over time. But rather than push the value of portfolios higher, fees do the exact opposite.
No one can pick the optimal times to invest. And if you try to do it, you are more likely to get it wrong than right.
Selling your employee equity can feel like an emotional decision. So we turned to historical data to examine the outcome of different selling strategies.
PhDs with passion.
The research team that developed and continually improves our investment strategies includes the original champion of passive investing. They couldn’t be any more passionate about working for you.
Picking stocks? A blindfolded monkey throwing darts can do better.
Burt Malkiel
Chief Investment Officer, PhD
About Burt
Burt Malkiel, Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront’s Chief Investment Officer.
Burt is the author of A Random Walk Down Wall Street, which launched the passive investing revolution four decades ago.
He has served as a past appointee to the President's Council of Economic Advisor and a past board member of the Vanguard Group.
In his free time, Burt enjoys watching WWE and trying new restaurants.
We put decades of finance research to work for you.
Jakub Jurek
VP of Research, PhD
About Jakub
Jakub Jurek is the VP of Research at Wealthfront.
Jakub has held academic appointments at Princeton University and University of Pennsylvania.
Jakub holds an undergraduate degree in Applied Mathematics and a Ph.D. in Business Economics, both from Harvard University.
Prior to graduate school, he worked in the quantitative equity strategy groups at Goldman Sachs and AQR Capital Management, LLC.
Outside work, Jakub enjoys traveling and the outdoors.
The most powerful word in the world is compounding.
Celine Sun
Director, PhD, CFA
About Celine
Celine Sun is the Director of Research at Wealthfront and focuses on developing our investment strategy.
Celine earned her PhD in Financial Economics from the University of Washington and BS in Mathematics from the University of Science and Technology of China.
She is a CFA charterholder and member of the CFA Society of San Francisco.
In her downtime, Celine enjoys hiking in the Bay Area and cooking with her family.
We need to make planning easy, so people actually do it.
Pedro Olea de Souza e Silva
Sr. Quantitative Researcher, PhD
About Pedro
Pedro is a Senior Quantitative Researcher at Wealthfront and focuses on the financial planning experience.
He earned his PhD in Economics from Princeton University and received an MS in Economics from the Getulio Vargas Foundation,
and a BS in Economics from the University of Sao Paulo, both in Brazil.
In his downtime, Pedro enjoys watching Game of Thrones and cooking Brazilian food.
Why follow generic rules of thumb when you can get sophisticated advice?
Adam Schultz
Sr. Quantitative Researcher, PhD
About Adam
Adam Schultz is a Quantitative Researcher at Wealthfront. He earned his PhD in Operations Management
and MBA from the University of Chicago Booth School of Business. He also holds BS and Masters degrees
in Operations Research from Cornell University. In his spare time, Adam enjoys playing and watching sports,
especially basketball, and pursuing his interest in sports analytics.
PhDs with passion.
The research team that developed and continually improves our investment strategies includes the original champion of passive investing. They couldn’t be any more passionate about working for you.
Picking stocks? A blindfolded monkey throwing darts can do better.
Burt Malkiel
Chief Investment Officer, PhD
About Burt
Burt Malkiel, Professor of Economics, Emeritus, and Senior Economist at Princeton University, is Wealthfront’s Chief Investment Officer.
Burt is the author of A Random Walk Down Wall Street, which launched the passive investing revolution four decades ago.
He has served as a past appointee to the President's Council of Economic Advisor and a past board member of the Vanguard Group.
In his free time, Burt enjoys watching WWE and trying new restaurants.
We put decades of finance research to work for you.
Jakub Jurek
VP of Research, PhD
About Jakub
Jakub Jurek is the VP of Research at Wealthfront.
Jakub has held academic appointments at Princeton University and University of Pennsylvania.
Jakub holds an undergraduate degree in Applied Mathematics and a Ph.D. in Business Economics, both from Harvard University.
Prior to graduate school, he worked in the quantitative equity strategy groups at Goldman Sachs and AQR Capital Management, LLC.
Outside work, Jakub enjoys traveling and the outdoors.
The most powerful word in the world is compounding.
Celine Sun
Director, PhD, CFA
About Celine
Celine Sun is the Director of Research at Wealthfront and focuses on developing our investment strategy.
Celine earned her PhD in Financial Economics from the University of Washington and BS in Mathematics from the University of Science and Technology of China.
She is a CFA charterholder and member of the CFA Society of San Francisco.
In her downtime, Celine enjoys hiking in the Bay Area and cooking with her family.
We need to make planning easy, so people actually do it.
Pedro Olea de Souza e Silva
Sr. Quantitative Researcher, PhD
About Pedro
Pedro is a Senior Quantitative Researcher at Wealthfront and focuses on the financial planning experience.
He earned his PhD in Economics from Princeton University and received an MS in Economics from the Getulio Vargas Foundation,
and a BS in Economics from the University of Sao Paulo, both in Brazil.
In his downtime, Pedro enjoys watching Game of Thrones and cooking Brazilian food.
Why follow generic rules of thumb when you can get sophisticated advice?
Adam Schultz
Sr. Quantitative Researcher, PhD
About Adam
Adam Schultz is a Quantitative Researcher at Wealthfront. He earned his PhD in Operations Management
and MBA from the University of Chicago Booth School of Business. He also holds BS and Masters degrees
in Operations Research from Cornell University. In his spare time, Adam enjoys playing and watching sports,
especially basketball, and pursuing his interest in sports analytics.