Sarah Kirshbaum Levy
The Architect
Structured and legacy-driven; builds the systems and institutions that last.
Sarah Kirshbaum Levy is The Architect because she engineers Betterment's structural identity, not merely its product. She defines the target demographic with historical precision, designs hybrid tech-human delivery through RIA partnerships, and insists that codified operational parameters come before growth.
“Sure. So I'll start with Lucius Latower is a foundation, and we support access to opportunity, and we support a series of Jewish causes. There was a man named Lucius Litauer, and he passed away without any heirs. And so we have a group of people who are interested to carry on his legacy. So that's been a great one for more than 10 years.”
“Good tagline, but I think it was really what kind of powered our thinking about our products and our services was how can we enrich the content we were making for kids? And if you told people you worked for Nickelodeon, sort of like if you told them you worked for Disney, they would smile. And I, you know, I really loved that.”
“So, I always think the investment banking training programs are a good way to start. They're sort of like bootcamp for a couple years where they teach you to understand P&Ls and financial modeling. And I think that's a really transferable skill. So I think those are fantastic programs.”
“You know, we have an opportunity to get them up to speed faster, right? Because there's just more information easily accessible at their fingertips. So what I don't see AI doing, or at least not yet, is replacing the fiduciary role that we play, right?”
Masters in Business: “Sarah Kirshbaum Levy on the Value of Marketing”
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