Jay Shah
Chief Executive Officer at Empower Personal Wealth LLC
Profile
Mr. Jay Shah is a Chief Executive Officer at Edelman Financial Engines LLC, at Financial Engines Advisors LLC and a Chief Executive Officer & Director at Empower Personal Wealth LLC.
He is on the Board of Directors at One Finance, Inc. and Empower Personal Wealth LLC.
With more than 30 years of experience at enterprise and consumer-direct companies, he has a passion for building client-centric growth companies at the nexus of financial services and technology, while leveraging the powerful combination of people and digital resources.
Prior to Edelman Financial Engines, he helped grow the financial planning-driven and tech-enabled retail wealth management pioneer, Personal Capital.
Since April 2017, he served as that firm’s chief executive officer and guided its successful acquisition by Empower, a top retirement plan recordkeeper.
Jay helped create Personal Capital in 2009 and previously served as the chief operating officer and chief information officer.
Earlier in his career, he served as chief information officer of E-LOAN, Inc., a multibillion-dollar consumer lending platform, where he led the build-out of the consumer-direct banking platform.
He also held the roles of chief operating officer and chief technology officer at Myers Internet, a B2B SaaS enterprise platform for small and midsized business financial services companies; chief information officer at Provident Funding Associates, a mortgage wholesaler; and director of technology, National Risk Management Services at PwC, where he led the project/knowledge management software integration for the firm and its FORTUNE 100 enterprise clientele.
He started his career at Chevron Corporation as a production and financial analyst for their U.S.
production company.
Mr. Shah earned a Bachelor of Arts in business economics from University of California, Santa Barbara, with a concentration in accounting.
Jay Shah active positions
Companies | Position | Start |
---|---|---|
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Chief Executive Officer | 24/04/2017 |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | Director/Board Member | 03/03/2021 |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Chief Executive Officer | 18/08/2023 |
Former positions of Jay Shah
Companies | Position | End |
---|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Chief Tech/Sci/R&D Officer | - |
E-LOAN, Inc.
E-LOAN, Inc. Finance/Rental/LeasingFinance E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY. | Chief Tech/Sci/R&D Officer | - |
Training of Jay Shah
University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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E-LOAN, Inc.
E-LOAN, Inc. Finance/Rental/LeasingFinance E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Finance |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | Commercial Services |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
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