"We provide our largely high-net-worth clients with investment management and financial advice, using AI to enhance our services. I spent a decade in media in New York and then a decade in corporate fintech in California, where I served as the CEO of PayPal and Intuit (now TurboTax). Then, I spent a 25-year stint in fintech startups, with seven successes and two failures, all of which ultimately led to Evergreen Wealth in 2023."
"If not, I stay off the machine unless I've got something on deadline. I get dressed, check the tires on my bike, and organize my belongings. While I'm doing those somewhat mindless tasks, I let myself think. Something happens first thing in the morning, where all the unraveled pieces of information from the night before feel ready to be integrated. It's a remarkably productive period of time for me to find clarity, think broadly, and process."
A 69-year-old fintech entrepreneur founded Evergreen Wealth, an RIA that uses AI to provide investment management and financial advice to largely high-net-worth clients. He spent a decade in media, a decade in corporate fintech serving as CEO of PayPal and Intuit, and 25 years in fintech startups with seven successes and two failures, culminating in Evergreen Wealth in 2023. Simplicity now guides his lifestyle: he lives alone in a small Miami Beach cottage without a car and finds the lack of competing obligations liberating. He remains engaged in work, plans to study at the University of Cambridge, and follows a morning routine centered on brief email checks, bike preparation, and reflective thinking without breakfast or showering at home.
Read at Business Insider
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