×

Don't have a Wealthfront account? Start investing today.

Renowned economist, Dr. Burton Malkiel, leads Wealthfront's investment team comprised of financial luminaries, PhDs and CFAs

Investment Team

Burton Malkiel

PhD, Chief Investment Officer

×

Burton Malkiel | PhD, Chief Investment Officer

Burton Malkiel

PhD, Chief Investment Officer

Dr. Burton G. Malkiel, the Chemical Bank Chairman's Professor of Economics, Emeritus, and Senior Economist at Princeton University, joined Wealthfront in November 2012 as Chief Investment Officer. Dr. Malkiel is the author of the widely read investment book, A Random Walk Down Wall Street, which helped launch the low-cost investing revolution by encouraging institutional and individual investors to use index funds. Dr. Malkiel, also the author of The Elements of Investing, is one of the country's leading investor advocates. Before moving to Princeton, where he was also chairman of the Economics Department, Dr. Malkiel was dean of the Yale School of Management and William S. Beinecke Professor of Management Studies from 1981 until 1988. He is a past president of the American Finance Association and the International Atlantic Economic Association. He is also a past appointee to the President's Council of Economic Advisors. In addition, he serves on the boards of directors and advisory boards of several corporations and is a past board member of Vanguard Group.

Jakub Jurek

PhD, Vice President of Research

×

Jakub Jurek | PhD, Vice President of Research

Jakub Jurek

PhD, Vice President of Research

Jakub Jurek is the VP of Research at Wealthfront. Jakub's research expertise spans theoretical and empirical asset pricing, and includes topics related to portfolio management, alternative investments, credit risk, market microstructure, as well as, currencies. His work has been published in revered journals including the Journal of Finance, the Journal of Financial Economics, and the American Economic Review. Outside of Wealthfront, Jakub has held academic appointments at the Bendheim Center of Finance at Princeton University, and The Wharton School at the University of Pennsylvania. Jakub holds an undergraduate degree in Applied Mathematics and a Ph.D. in Business Economics, both from Harvard University. Prior to entering graduate school, he worked in the quantitative equity strategy groups at Goldman Sachs and AQR Capital Management, LLC. He has also served as a consultant to Grantham, Mayo, van Otterloo, LLC, and the Harvard Management Company.

Andy Rachleff

Founder and Executive Chairman

×

Andy Rachleff | Founder and Executive Chairman

Andy Rachleff

Founder and Executive Chairman

@arachleff

Andy Rachleff is Wealthfront's Executive Chairman. He serves as a member of the board of trustees and vice chairman of the endowment investment committee for University of Pennsylvania and as a member of the faculty at Stanford Graduate School of Business, where he teaches courses on technology entrepreneurship. Prior to Wealthfront, Andy co-founded and was general partner of Benchmark Capital, where he was responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware. He also spent ten years as a general partner with Merrill, Pickard, Anderson & Eyre (MPAE). Andy earned his BS from University of Pennsylvania and his MBA from Stanford Graduate School of Business. He has frequently been named to Forbes magazine's The Midas List as a top tech venture investor.

Charles Ellis

PhD, CFA, Advisor

×

Charles Ellis | PhD, CFA, Advisor

Charles Ellis

PhD, CFA, Advisor

Charles Ellis was the founder of Greenwich Associates, the international strategy consulting firm. He was the Chairman of the CFA Institute, where he was one of 11 people honored for lifetime contributions to the investment profession. His academic activities include appointments at Harvard Business School and the Yale School of Management to teach the advanced course on investment management, and 20 years on the faculty of the Investment Workshop at Princeton. Charley previously served as a trustee of Yale University, where he chaired the investment committee, as an Overseer of the Stern School of Business at NYU, as a Board Member of the Associates of HBS, and as a director of the Vanguard group. He is the author of 16 books, including Winning the Loser's Game and with Burton Malkiel, The Elements of Investing. Charley is a graduate of Yale College and earned his MBA from Harvard Business School and his PhD from NYU.

Paul Pfleiderer

PhD, Advisor

×

Paul Pfleiderer | PhD, Advisor

Paul Pfleiderer

PhD, Advisor

Paul Pfleiderer is the C.O.G. Miller Distinguished Professor of Finance at the Stanford University Graduate School of Business and a Professor (by courtesy) at the Stanford Law School. His research is primarily focused on issues arising in financial markets when traders are asymmetrically informed. He has also studied problems in measuring active funds' performance, contracting concerns in venture financing, policy issues related to disclosure requirements, and explanations for the stock market crash of 1987. In addition to his academic research, Paul has consulted for various corporations and banks and has been involved in developing risk models and optimization software for use by portfolio managers. Paul received BA, MPhil, and PhD degrees from Yale University, all in the field of economics.

Meir Statman

PhD, Advisor

×

Meir Statman | PhD, Advisor

Meir Statman

PhD, Advisor

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University and Visiting Professor at Tilburg University in the Netherlands. Through his research focused on behavioral finance, Meir attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. Meir consults with many investment companies and presents his work to academics and professionals in various forums in the U.S. and abroad. Meir received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem. He is the author of What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions.

Larry Cohen

JD, Advisor

×

Larry Cohen | JD, Advisor

Larry Cohen

JD, Advisor

Larry Cohen is the CEO of Seven Bridges Advisors, a firm that provides comprehensive financial advice to endowments and high net worth families. Prior to Seven Bridges Advisors, Larry served as Managing Partner of Ehrenkranz & Ehrenkranz LLP, a boutique financial advisory firm that also serves high net worth individuals and their families. Prior to that, Larry practiced tax law at Milbank, Tweed, Hadley & McCloy and at Shaw, Pitman, Potts & Trowbridge. He also served as law clerk to The Honorable John Garrett Penn, United States District Court for the District of Columbia. Larry currently serves on the Corporation of Brown University and is Chairman of the Brown University Investment Committee. Larry received a J.D. from Harvard Law School and a Sc.B. with Honors in Applied Mathematics from Brown University.

Celine Sun

PhD, Senior Research Scientist

×

Celine Sun | PhD, Senior Research Scientist

Celine Sun

PhD, Senior Research Scientist

@celinesuntt

Celine is Senior Research Scientist at Wealthfront and works on a wide range of projects and in-depth quantitative data analysis. She applies her econometric expertise to developing and improving investment strategies and research infrastructure. She earned her PhD in Financial Economics from the University of Washington where she also earned her MBA and Computational Finance Certificate. She received her MS in Statistics from Syracuse University and BS in Mathematics from the University of Science and Technology of China.

Duncan Gilchrist

PhD, Quantitative Researcher

×

Duncan Gilchrist | PhD, Quantitative Researcher

Duncan Gilchrist

PhD, Quantitative Researcher

@dsgilchrist

Duncan is a behavioral economist whose research has been published in peer-reviewed economics journals, reviewed in Nature, and featured in popular publications such as The Washington Post, CBS News, and Forbes. His work at Wealthfront touches a variety of areas, with particular focus on exploiting insights from behavioral economics and psychology to understand and improve client behavior. He holds a PhD in Business Economics, an AM in Economics, and an AB in Applied Mathematics, all from Harvard University.

Simon Wicks

PhD, Senior Quantitative Researcher

×

Simon Wicks | PhD, Senior Quantitative Researcher

Simon Wicks

PhD, Senior Quantitative Researcher

Simon is a nuclear physicist turned finance professional. He worked in interest rate and foreign exchange markets at Lehman Brothers and Barclays Bank in London. He combines this industry experience with advanced mathematical modeling skills from his PhD in Nuclear Physics from Columbia University, where he studied high energy particles in the quark-gluon plasma. He received his undergraduate degree in Physics from Mansfield College at Oxford University.

Lingren Zhang

PhD, Quantitative Researcher

×

Lingren Zhang | PhD, Quantitative Researcher

Lingren Zhang

PhD, Quantitative Researcher

Lingren is solving challenges in automated investment services using his training in finance. Previously he worked on quantitative models for commodity derivatives at Goldman Sachs in New York. He is currently a PhD candidate at Stanford University, and received his MS in electrical engineering at Stanford University and BS in mathematics at Duke University.

Learn more about how Wealthfront’s Investment Research unites Finance and Automation.

Visit Research Site