WHY: Founded firm that today is Roth Capital, OC’s largest investment bank. Founder, CEO of investment banking arm E-Trade, top provider of online IPOs before sale.
RECENT: Startup savant for fintech. Co-founded investment app Acorns with son Jeff; pushing $1B valuation. Working on other micro-investing apps based in area, aiming to help millennials, others save for future.
QUOTABLE: “Investing is best done early and often, and too many people put it off. We think this is a simple way for people to earn average market returns over the long term.”