Sarah Levy | Co-Host, "AI and Finance"
Sarah Levy is the CEO of Betterment, the largest independent digital investment advisor. During her more than three years at the company, she has grown the business beyond its direct-to-retail roots. Betterment now offers a modern 401(k) to small and medium-sized businesses and an all-in-one custodial solution to RIAs. In all three businesses, Betterment distinguishes itself through a combination of scalable technology and service excellence. Betterment’s mission of Making People’s Lives Better informs everything they do. Sarah brings over 25 years of brand building, customer loyalty, corporate strategy and operational excellence to her role.
Prior to joining Betterment, Levy was the COO of Viacom Media Networks, where she oversaw global strategy, finance and operations for the $10Bn division that housed some of Viacom's iconic brands, including Nickelodeon, MTV, Comedy Central and BET. Previously, Levy served as the Chief Operating Officer at Nickelodeon for over a decade and drove expansion of the brand and business both organically and through acquisitions. She spearheaded Nickelodeon's entry into new segments generating more than $4Bn at retail, including digital gaming, consumer products, resorts, Broadway and theme parks, as well as subscription video on demand.
Levy’s passion for brands and consumer experience is critical in today’s financial services environment where investors have many more choices of where to entrust their resources than they did even a few years ago. Their desire to work with companies that understand them and reflect their values is central to Betterment’s value proposition.
Levy is also a Board Member for The Lucius N. Littauer Foundation, Inc. (2012 to Present), Funko, Inc. (2019 to Present) and Catalyte (2023 to Present). She graduated from Harvard University with a BA in Economics and received her MBA from Harvard Business School.