Our Management Team
Adam Nash, President and CEO
Adam is a proven advocate for development of products that go beyond utility to delight customers. Adam joined Wealthfront from Greylock Partners, where he was an Executive-in-Residence. Prior to Greylock, he was VP of Product Management at LinkedIn, where he built the teams responsible for core product, user experience, platform and mobile. Adam has held a number of leadership roles at eBay, including Director of eBay Express, as well as strategic and technical roles at Atlas Venture, Preview Systems and Apple. Adam holds an MBA from Harvard Business School and BS and MS degrees in Computer Science from Stanford University.
Andy Rachleff, Executive Chairman
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.
Burton Malkiel, 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.
Daniel Carroll, Founder and CSO
Daniel Carroll is Wealthfront’s founder and Chief Strategy Officer. Daniel founded Wealthfront upon realizing the mass need for honest, inexpensive investment management. An investor at a young age, Daniel went on to work in fixed income at financial research firm FactSet. During the financial crisis of 2008, he was determined to fix his family’s precarious position with their financial advisor. This passion and experience ultimately blossomed into the disruptive model that Wealthfront brings to the personal investment industry today. Daniel holds a BS in finance from University of Arizona and was named one of the “Best Young Tech Entrepreneurs under 30” by Bloomberg Businessweek in 2011.
Rick Foreman, CFO and VP Business Operations
Rick joined Wealthfront in 2009 from Bloom Energy, where he was VP of Finance & Administration for 4 years. Prior to Bloom, he was an Executive-In-Residence with Benchmark Capital, and for six years was VP of C-Cube Microsystems, a leader in digital video. Rick began his Silicon Valley career by joining Cypress Semiconductor three months after its inception, and for ten years held senior management positions in operations, finance, and information technology. Rick holds a BS in Mechanical Engineering from Villanova University, an MS in Systems Engineering from the University of Pennsylvania, and an MBA from Wharton Graduate School.
David Fortunato, CTO
Before joining Wealthfront in 2009, David was a Software Engineer at Ning, working on a variety of components from front end features to back end performance. At Wealthfront, David has worked extensively on our deployment, monitoring and trading systems. David holds a BA in Computer Science and Economics from Amherst College.
Avery Moon, VP of Research & Engineering
Avery, our VP of Research & Engineering, thrives leading world-class teams in hyper-growth. Avery joined Wealthfront from LinkedIn, most recently as Sr. Director of Engineering, where he built and led the engineering teams responsible for Growth and Core features. Avery also led key infrastructure projects, ranging from multiple data center architecture to distributed development and integration. Prior to LinkedIn, he held leadership and technical roles at EMC and two venture-backed startups. He graduated summa cum laude from Eller College of Management at University of Arizona, and holds a BA in Economics and BS in Applied and Industrial Mathematics from University of Arizona.
Elliot Shmukler, VP of Product & Growth
Elliot, our VP of Product and Growth, is an accomplished Silicon Valley “growth hacker,” having led the strategy and execution behind LinkedIn’s growth from 20M to more than 200M members. He joined Wealthfront from LinkedIn, where, as Sr. Director of Product Management, he also oversaw much of the consumer product experience, including Profile, Search, Endorsements and People You May Know. Previous to LinkedIn, Elliot held technical and leadership roles at eBay, About.com, Sombasa Media and Microsoft. Elliot holds an MBA from Stanford Graduate School of Business, where he was an Arjay Miller scholar, and holds a BA magna cum laude in Computer Science from Harvard University.
Jeff Rosenberger, PhD, VP of Customer Development
Jeff leads customer & channel development, our collaboration with our investment advisory board, and the Wealthfront investment seminar program. Jeff joined Wealthfront in early 2010 after working at two enterprise software startups, Nomis Solutions and ProfitLogic (acquired by Oracle in 2005). He also worked briefly at Deloitte Consulting and Salomon Brothers along the way. Jeff holds a PhD in Management Science & Engineering, MS degrees in Operations Research & Statistics from Stanford University and a BA in Statistics from UC Berkeley.
Brian Dennen, Chief Compliance Officer
Brian is Wealthfront’s Chief Compliance Officer and CEO of Wealthfront Brokerage Corporation, overseeing all client investment activities. Brian provides nearly 15 years of compliance and trading experience, most recently serving as Managing Director & Chief Compliance Officer of Livevol Securities. Brian holds a BS in Management Science from UC San Diego and FINRA series 4, 7, 24, 27, 63, 65 and 99 licenses.