Co-founder and CEO: Jackie Chin, MBA

Analytics executive Jackie Chin has nearly 30 years of diverse financial services experience, including actuarial consulting, predictive modeling, product management and analytics.  As an executive at Charles Schwab, she championed and delivered key initiatives to help more clients meet their financial goals.  She also launched a commission-free ETF Platform at Schwab, driving down the cost of ETF investing for all clients.  Jackie graduated from SUNY Potsdam with a BA in Mathematics.  Following graduation, she studied actuarial science and received an MBA from U.C. Berkeley.  Jackie is a National Trustee for the Boys & Girls Club of America.