Meet our team
of experts.

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.

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 provide easy-to-use products that promote financial health.

Aubrey Clark
Quantitative Researcher, PhD

About Aubrey
Aubrey is a Quantitative Researcher at Wealthfront. Aubrey holds a Ph.D. in Economics from Harvard University and an undergraduate degree in Economics and Mathematics from The University of Queensland. Outside work, Aubrey enjoys playing chess and mountain biking.

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 provide easy-to-use products that promote financial health.

Aubrey Clark
Quantitative Researcher, PhD

About Aubrey
Aubrey is a Quantitative Researcher at Wealthfront. Aubrey holds a Ph.D. in Economics from Harvard University and an undergraduate degree in Economics and Mathematics from The University of Queensland. Outside work, Aubrey enjoys playing chess and mountain biking.

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.

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