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Jon Stein

๐Ÿ‘ค Speaker
206 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And it didn't make any sense that so much money was going to financial firms.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Something seemed broken.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I didn't want to just follow everyone I knew into finance.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And so for a while, I thought I'd be a doctor.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I did a post-bac pre-med degree.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I wanted to help people.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I wanted to do something that I felt would be really good for the world.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And yet I didn't really like blood.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I didn't really like working in the lab.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I decided, although I love the science, medicine probably wasn't for me.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And then I found myself back in New York and I found myself consulting for banks, helping banks make more money.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

That's right.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

That's right.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And so 2003, January, I moved to New York.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Soon after that, I was working at First Manhattan Consulting Group.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I was 23, I guess, when I started there, maybe 22.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Okay.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

Yeah.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

And so for me, it was kind of a tongue-in-cheek thing to say I'm helping banks make more money.

SaaS Interviews with CEOs, Startups, Founders
670: Betterment Vs. Vanguard, Betterment Passes 200,000 Investors, $8B in AUM with CEO Jon Stein

I realized that I was in an industry that I didn't have, say, a passion for the work I was doing, but I was learning so much.