Aug 28, 2017
Dan Egan is the Director of Behavioral Finance and Investing at
Betterment, the market leading robo-advisor overseeing $10 billion
in assets. Dan has spent his career applying behavioral finance
principals to help individuals make better financial and investment
decisions. Prior to joining Betterment in its early years, Dan
spent six years as a Behavioral Finance Specialist for Barclays
Wealth Management. He is a graduate of Boston University and the
London School of Economics and lectures at New York University, the
London Business School, and the London School of Economics.
Our conversation discusses how Dan has created evidence-based tools
that improve outcomes for individual investors, ranging across
tax-loss harvesting, rebalancing, client reporting, mental
accounting, commitment mechanisms, and communication during
turbulent market times. As he spoke, Dan had head my head spinning
thinking about how institutions and individuals alike could
implement quantitative tools in their investment processes to avoid
known behavioral pitfalls during critical market moments.
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