About Paul Halpern

Paul Halpern leads the Firm’s Cash Management and Deposits strategy and execution. Works closely with Online/Mobile and Digital Banking, on the development of the Firm’s digital banking products and solutions and teams with Financial Advisors to help them better engage with clients to offer the full range of wealth management services. His previous role was the Chief Marketing officer nd executive committee member at Betterment, the largest independent online wealth management provider. Responsibe to lead all marketing, content and communications efforts including the creation of an overall strategic marketing plan, building a differentiated brand and finding new and creative ways of acquiring, developing and retaining customers. Paul previously was Preferred Affluent/Mass Affluent Segment Marketing Executive responsible for all aspects of affluent and mass affluent segment (Merrill Lynch and Merrill Edge) marketing and was also the Personal and Small Business Retirement Segment Solutions and Merrill Edge Product Executive where he provided innovative investment products and wealth management capabilities across the preferred segment, as well as leading the enterprise product groups for Small Business Retirement, IRA and 529. Halpern has an extensive background in online investing and banking having led segment, direct, product and site marketing for E*TRADE and leading the integration of ING ShareBuilder into Capital One and the strategy, product and marketing functions after deal close. Other prior roles over his 20+ year career include executive marketing roles for Capital One and JP Morgan Chase, as well as being a Partner at Novantas where he led the digital and marketing practice. Halpern holds an MBA from Harvard Business School and a BS in Electrical Engineering from Tufts University.