Institute Leadership and Fellows

Institute Leadership

  • Leora Friedberg

    Co-Chair, Scholars Advisory Group, Associate Professor of Economics and Public Policy, University of Virginia Frank Batten School of Leadership and Public Policy

    Leora Friedberg

    Leora Friedberg is an Associate Professor of Economics and Public Policy at the University of Virginia. She is also an affiliated researcher of the Michigan Retirement and Disability Research Center and a Research Fellow of the TIAA Institute. She is a member of the Editorial Board of the Journal of Pension Economics and Finance and of the University of Virginia Retirement Administrative Committee and previously served for four years on the Board of Trustees of the Southern Economic Association, for four years on the University of Virginia Faculty Senate, and on seven occasions as a member of the Retirement Security Advisory Panel for the U.S. Government Accountability Office.

    Friedberg’s research focuses on retirement and saving behavior of older Americans, including studies of the Social Security earnings test, the structure of employer pension benefits, and the interaction between Medicaid long-term care benefits and household saving and insurance decisions. Additional research studies family formation and dissolution in response to bargaining theory, state family law, and the U.S. tax code. Her research has been funded by the National Institute on Aging and the U.S. Social Security Administration. She has testified for the U.S. Congress and has served on numerous grant review, conference paper selection, and awards committees. Friedberg received her Ph.D. in Economics from the Massachusetts Institute of Technology.

  • Barry Stowe

    Co-Chair; former CEO of Jackson National Life Insurance, and member of the Board of Directors for Zurich Insurance Group

    Barry Stowe

    Barry Stowe has extensive business experience and knowledge gained through executive roles in the insurance industry in North America and Asia. Between 2006 and 2018 he was a member of the board of directors and the group executive committee of Prudential plc. From 2015 to 2018 he served as chairman and CEO of Jackson Holdings Ltd, a subsidiary of Prudential plc, and from 2006 to 2015, as CEO of Prudential Corporation Asia. From 1995 to 2006 he held senior executive positions at American International Group (AIG), including serving as president of AIG Life Companies Accident & Health Worldwide based in Hong-Kong from 2001 to 2006. From 1992 to 1995 he served as president of NISUS, a subsidiary of Pan-American Life Insurance Group. From 1980 to 1992 he held several positions at Willis Corroon Group plc in the U.S., an insurance and reinsurance brokerage services company. He joined the boards of Zurich Insurance Group Ltd and of Zurich Insurance Company Ltd in April 2019.

  • Jason Fichtner

    Senior Fellow, Retirement Income Institute; Chief Economist, Bipartisan Policy Center

    Jason Fichtner

    Jason Fichtner is Chief Economist at the Bipartisan Policy Center. Previously, he was Senior Lecturer of International Economics and Associate Director of the International Economics and Finance (MIEF) program at Johns Hopkins University School of Advanced International Studies (SAIS). His research focuses on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment. Fichtner served in several positions at the Social Security Administration, including Deputy Commissioner of Social Security (acting), Chief Economist, and Associate Commissioner for Retirement Policy. He also served as a Senior Research Fellow with the Mercatus Center at George Mason University, Senior Economist with the Joint Economic Committee of the U.S. Congress, Economist with the Internal Revenue Service, and as a Senior Consultant with the Office of Federal Tax Services at Arthur Andersen, LLP. Fichtner earned his BA from the University of Michigan, his MPP from Georgetown University, and his Ph.D. in public administration and policy from Virginia Tech.

  • Leora Friedberg

    Leora Friedberg is an Associate Professor of Economics and Public Policy at the University of Virginia. She is also an affiliated researcher of the Michigan Retirement and Disability Research Center and a Research Fellow of the TIAA Institute. She is a member of the Editorial Board of the Journal of Pension Economics and Finance and of the University of Virginia Retirement Administrative Committee and previously served for four years on the Board of Trustees of the Southern Economic Association, for four years on the University of Virginia Faculty Senate, and on seven occasions as a member of the Retirement Security Advisory Panel for the U.S. Government Accountability Office.

    Friedberg’s research focuses on retirement and saving behavior of older Americans, including studies of the Social Security earnings test, the structure of employer pension benefits, and the interaction between Medicaid long-term care benefits and household saving and insurance decisions. Additional research studies family formation and dissolution in response to bargaining theory, state family law, and the U.S. tax code. Her research has been funded by the National Institute on Aging and the U.S. Social Security Administration. She has testified for the U.S. Congress and has served on numerous grant review, conference paper selection, and awards committees. Friedberg received her Ph.D. in Economics from the Massachusetts Institute of Technology.

  • Barry Stowe

    Barry Stowe has extensive business experience and knowledge gained through executive roles in the insurance industry in North America and Asia. Between 2006 and 2018 he was a member of the board of directors and the group executive committee of Prudential plc. From 2015 to 2018 he served as chairman and CEO of Jackson Holdings Ltd, a subsidiary of Prudential plc, and from 2006 to 2015, as CEO of Prudential Corporation Asia. From 1995 to 2006 he held senior executive positions at American International Group (AIG), including serving as president of AIG Life Companies Accident & Health Worldwide based in Hong-Kong from 2001 to 2006. From 1992 to 1995 he served as president of NISUS, a subsidiary of Pan-American Life Insurance Group. From 1980 to 1992 he held several positions at Willis Corroon Group plc in the U.S., an insurance and reinsurance brokerage services company. He joined the boards of Zurich Insurance Group Ltd and of Zurich Insurance Company Ltd in April 2019.

  • Jason Fichtner

    Jason Fichtner is Chief Economist at the Bipartisan Policy Center. Previously, he was Senior Lecturer of International Economics and Associate Director of the International Economics and Finance (MIEF) program at Johns Hopkins University School of Advanced International Studies (SAIS). His research focuses on Social Security, federal tax policy, federal budget policy, retirement security, and policy proposals to increase saving and investment. Fichtner served in several positions at the Social Security Administration, including Deputy Commissioner of Social Security (acting), Chief Economist, and Associate Commissioner for Retirement Policy. He also served as a Senior Research Fellow with the Mercatus Center at George Mason University, Senior Economist with the Joint Economic Committee of the U.S. Congress, Economist with the Internal Revenue Service, and as a Senior Consultant with the Office of Federal Tax Services at Arthur Andersen, LLP. Fichtner earned his BA from the University of Michigan, his MPP from Georgetown University, and his Ph.D. in public administration and policy from Virginia Tech.

Meet the Research Fellows

  • Wade Pfau

    Alliance Fellow and Professor of Retirement Income, The American College of Financial Services

    Wade Pfau

    Wade D. Pfau is a professor of retirement income in the Financial and Retirement Planning Ph.D. program at the American College of Financial Services. He is also a contributor to the American College of Financial Services’ Retirement Income Certified Professional designation program curriculum and a co-editor of the Journal of Personal Finance. He is also the author of the Retirement Researcher blog, a monthly columnist for Advisor Perspectives, a Retire Mentor for MarketWatch, a contributor to Forbes, and an expert panelist for The Wall Street Journal. Pfau publishes frequently in a wide variety of academic and practitioner research journals. He was a nominee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list, the Investment Advisor 25 list for 2014, and Financial Planning Magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services. Dr. Pfau earned two bachelor’s degrees from the University of Iowa and his doctorate in economics and his master’s degree from Princeton University.

  • Michael Finke

    Alliance Fellow and Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services

    Michael Finke

    Michael Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He led the Retirement Planning and Living Consortium at Texas Tech University before moving to the American College, and is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging.  He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

  • David Blanchett

    Alliance Fellow and Managing Director and Head of Retirement Research, PGIM DC Solutions

    David Blanchett

    David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research, DC Solutions for PGIM, the global investment management business of Prudential Financial, Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. He is also an Adjunct Professor of Wealth Management at The American College of Financial Services

    David has published over 100 papers in a variety of industry and academic journals that have received a variety of awards. In 2021, ThinkAdvisor included him in the IA25 for “pushing the industry forward.” In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.

    When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.

  • Chris Heye

    Alliance Fellow and CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC

    Chris Heye

    Chris Heye, PhD, is the CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC. Dr Heye is a technology entrepreneur, writer, researcher, and speaker in fields residing at the intersection of physical, behavioral, and mental health and financial wellbeing. After confronting dementia in his own family and witnessing elder financial abuse in friends, he decided not enough was being done to protect older adults. He helped to design and manage a clinical study conducted at the Massachusetts General Hospital that investigated the behavioral and cognitive underpinnings of sound financial decision-making. The results of that study serve as the foundation for the first of its kind cloud-based application that enables adults and their families to more effectively identify, manage, and mitigate health and longevity-related financial risks.

    Dr Heye is a regular columnist for the Journal of Financial Planning and is a Research Fellow at the Alliance for Lifetime Income. He received his BA from Wesleyan University and PhD from the Massachusetts Institute of Technology (MIT), where he also completed a post-doctoral program at the MIT Industrial Performance Center.

  • Wade Pfau

    Wade D. Pfau is a professor of retirement income in the Financial and Retirement Planning Ph.D. program at the American College of Financial Services. He is also a contributor to the American College of Financial Services’ Retirement Income Certified Professional designation program curriculum and a co-editor of the Journal of Personal Finance. He is also the author of the Retirement Researcher blog, a monthly columnist for Advisor Perspectives, a Retire Mentor for MarketWatch, a contributor to Forbes, and an expert panelist for The Wall Street Journal. Pfau publishes frequently in a wide variety of academic and practitioner research journals. He was a nominee for the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list, the Investment Advisor 25 list for 2014, and Financial Planning Magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services. Dr. Pfau earned two bachelor’s degrees from the University of Iowa and his doctorate in economics and his master’s degree from Princeton University.

  • Michael Finke

    Michael Finke, Ph.D. is a Professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He led the Retirement Planning and Living Consortium at Texas Tech University before moving to the American College, and is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging.  He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

  • David Blanchett

    David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research, DC Solutions for PGIM, the global investment management business of Prudential Financial, Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. He is also an Adjunct Professor of Wealth Management at The American College of Financial Services

    David has published over 100 papers in a variety of industry and academic journals that have received a variety of awards. In 2021, ThinkAdvisor included him in the IA25 for “pushing the industry forward.” In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.

    When David isn’t working, he’s probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.

  • Chris Heye

    Chris Heye, PhD, is the CEO and Founder of Whealthcare Solutions, Inc. and Whealthcare Planning LLC. Dr Heye is a technology entrepreneur, writer, researcher, and speaker in fields residing at the intersection of physical, behavioral, and mental health and financial wellbeing. After confronting dementia in his own family and witnessing elder financial abuse in friends, he decided not enough was being done to protect older adults. He helped to design and manage a clinical study conducted at the Massachusetts General Hospital that investigated the behavioral and cognitive underpinnings of sound financial decision-making. The results of that study serve as the foundation for the first of its kind cloud-based application that enables adults and their families to more effectively identify, manage, and mitigate health and longevity-related financial risks.

    Dr Heye is a regular columnist for the Journal of Financial Planning and is a Research Fellow at the Alliance for Lifetime Income. He received his BA from Wesleyan University and PhD from the Massachusetts Institute of Technology (MIT), where he also completed a post-doctoral program at the MIT Industrial Performance Center.

  • Colin Devine

    Alliance Fellow and Senior Advisor at Health Catalyst Capital

    Colin Devine

    Colin is a Research Fellow for the Alliance for Lifetime Income, a nonprofit 501(c)(6) organization focused on helping educate Americans on the risk of outliving their savings so they can enjoy their retirement.

    Colin also provides strategic consulting services to the insurance and investment management sectors on a host of issues including: corporate development, enterprise and risk-based capital management, investments, legacy liability de-risking, regulatory changes and rating agency/investor relations. He also works with high-growth InsurTech-enabled businesses where he is actively engaged in transforming the life insurance underwriting risk assessment and sales process.

    A recognized industry thought leader, Colin is a frequent guest speaker at boards, industry conferences and corporate events.

    Previously, Colin was a sell-side equity research and ratings analyst for almost twenty years. During his 15-year tenure with Smith Barney/Citigroup he was on the Institutional Investor All-America Research Team for 14 straight years including 10 consecutive years where he held the #1/#2 ranking in the Life Insurance Equity Research category. Smart Money Magazine named him one of the “Last Honest Analysts.”

    Earlier in his career, Colin was a Director in Standard & Poor’s Insurance Ratings group and a Vice-President of a Canadian life insurer where he was involved in investments, treasury and corporate development.

    Colin is a Chartered Financial Analyst, Chartered Professional Accountant and a Certified Financial Planner. He holds an MBA in Finance from the Schulich School of Business at York University in Toronto and a Bachelor of Science in Biology from the University of Guelph.

    Fervent fundraiser for Alzheimer and brain related research through Baycrest, a research and teaching hospital for the elderly fully affiliated with the University of Toronto.

    Colin is also a board member of Clearwater Marine Aquarium, a 501 non-profit organization based in Clearwater, Florida. CMA is dedicated to the rescue, rehabilitation and release of sick and injured marine animals, public education, conservation, and research. It was also home to Winter, the star of the film a Dolphin’s Tale.

  • Colin Devine

    Colin is a Research Fellow for the Alliance for Lifetime Income, a nonprofit 501(c)(6) organization focused on helping educate Americans on the risk of outliving their savings so they can enjoy their retirement.

    Colin also provides strategic consulting services to the insurance and investment management sectors on a host of issues including: corporate development, enterprise and risk-based capital management, investments, legacy liability de-risking, regulatory changes and rating agency/investor relations. He also works with high-growth InsurTech-enabled businesses where he is actively engaged in transforming the life insurance underwriting risk assessment and sales process.

    A recognized industry thought leader, Colin is a frequent guest speaker at boards, industry conferences and corporate events.

    Previously, Colin was a sell-side equity research and ratings analyst for almost twenty years. During his 15-year tenure with Smith Barney/Citigroup he was on the Institutional Investor All-America Research Team for 14 straight years including 10 consecutive years where he held the #1/#2 ranking in the Life Insurance Equity Research category. Smart Money Magazine named him one of the “Last Honest Analysts.”

    Earlier in his career, Colin was a Director in Standard & Poor’s Insurance Ratings group and a Vice-President of a Canadian life insurer where he was involved in investments, treasury and corporate development.

    Colin is a Chartered Financial Analyst, Chartered Professional Accountant and a Certified Financial Planner. He holds an MBA in Finance from the Schulich School of Business at York University in Toronto and a Bachelor of Science in Biology from the University of Guelph.

    Fervent fundraiser for Alzheimer and brain related research through Baycrest, a research and teaching hospital for the elderly fully affiliated with the University of Toronto.

    Colin is also a board member of Clearwater Marine Aquarium, a 501 non-profit organization based in Clearwater, Florida. CMA is dedicated to the rescue, rehabilitation and release of sick and injured marine animals, public education, conservation, and research. It was also home to Winter, the star of the film a Dolphin’s Tale.

Meet the Education Fellows

  • Jean Chatzky

    Alliance Fellow and Founder and CEO of HerMoney.com

    Jean Chatzky

    Jean Chatzky is the founder and CEO of HerMoney.com and the coaching program FinanceFixx. She is the host of the podcast HerMoney With Jean Chatzky and the co-host of the national radio show Everyday Wealth. The Financial Ambassador for AARP, she was the Financial Editor for NBC Today for 25 years. Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy.  Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve and she’s looking forward to the publication of How To Money, a guidebook for Gen Z women coming out in May of 2022.

  • Suzanne Norman

    Alliance Fellow, Financial Literacy Expert, Executive Coach, Speaker, and Mentor

    Suzanne Norman

    Suzanne Norman is an Education Fellow, Financial Literacy Expert, Executive Coach, Speaker, and Mentor who consults on a variety of financial, investment, and planning topics. She has 30 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory with a strong emphasis on helping people plan and save for retirement. Suzanne received a BA in Psychology from Hood College, holds a certificate in Women in Leadership from Cornell, is a certified Life Coach (CPCC), and is a Certified Investment Management Analyst® Suzanne lives by the motto- Scientia potentia est- particularly when it comes to money. She is passionate about helping women develop strong financial skills and writes about topics that matter to them. Suzanne is an active member of CFA Society Boston’s Financial Literacy committee and a board member of Junior Achievement of Northern New England. In her spare time, she enjoys pursuing her love of travel, the outdoors, and photography.

  • Anne Lester

    Alliance for Lifetime Income Fellow, Speaker, Author, and Media Commentator

    Anne Lester

    Anne Lester, former portfolio manager and Head of Retirement Solutions for JPMorgan Asset Management’s Solutions group, retired in 2020. She is on a mission to help Americans, particularly those in their 20s and 30s, understand that it is possible for them to achieve a happy retirement, on their time and target. She continues to be a regular commentator on an array of retirement issues for consumers, industry and public policy through traditional media outlets and social media. She is currently working on a book which will help younger savers understand how to overcome their own behavioral biases and set out on the path to long-term savings success.

    While at JPMorgan, she advanced the firm’s market-leading retirement investment product offerings and thought leadership agenda, developing investment products integrating anonymized data and insights from behavioral economics. Under her leadership, JPMorgan partnered with AARP and the Aspen Institute to found the Aspen Leadership Forum on Retirement Savings, bringing together industry, advocacy, academic and government leaders to converge on ideas and innovations that will help build a private savings system in the US that delivers retirement security for all.

    Anne, who joined J.P. Morgan in 1992, worked as a fixed income and currency trader and portfolio manager in the Milan office prior to her move to the Solutions group in 2000. She spent over a decade managing Public, Private, and Multi-Employer Defined Benefit and Defined Contribution plan assets before focusing exclusively on Defined Contribution research, product development, and management.

    Before beginning her career with J.P. Morgan, Anne spent a year in Tokyo as a Fulbright Scholar working for a member of the Japanese Parliament. Previously, she worked as a staff assistant for the U.S. Senate Governmental Affairs Committee, John Glenn, Chairman. Anne earned an MA in international economics and Japan studies from the John’s Hopkins University’s School for Advanced International Studies and received a BA in Politics from Princeton University.

    Anne holds three patents for the development of innovative financial services products and analytics. She is a frequent contributor at industry, academic, and public policy conferences in the US and abroad and is a contributor to Bloomberg TV, CNBC, WSJ, NYT and industry publications. She is a Non-Executive Director Smart USA and volunteers on the board of Trenton Music Makers, an El Sistema-inspired after school program in Trenton, NJ.

  • Richard Leider

    Alliance Fellow and Founder of Inventure

    Richard Leider

    Richard is founder of Inventure – The Purpose Company, where the mission is to help people to “unlock the power of purpose” and answer the question: “Why do you get up in the morning?”

    An international bestselling author of eleven books including three best-sellers which have sold over one million copies, his latest book, Who Do You Want to Be When You Grow Old?: The Path of Purposeful Aging is the defining book on purposeful aging. The Power of Purpose and Repacking Your Bags are considered classics in the personal growth field.

    Widely viewed as a pioneer of the global purpose movement, his work is regularly featured in many media sources, and his PBS Special – “The Power of Purpose” – was viewed by millions of people.

    He has taken his purpose message to all 50 states, Canada, and 4 continents, and he has advised everyone from AARP to the National Football League to the U.S. State Department.

  • Jean Chatzky

    Jean Chatzky is the founder and CEO of HerMoney.com and the coaching program FinanceFixx. She is the host of the podcast HerMoney With Jean Chatzky and the co-host of the national radio show Everyday Wealth. The Financial Ambassador for AARP, she was the Financial Editor for NBC Today for 25 years. Jean is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy.  Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve and she’s looking forward to the publication of How To Money, a guidebook for Gen Z women coming out in May of 2022.

  • Suzanne Norman

    Suzanne Norman is an Education Fellow, Financial Literacy Expert, Executive Coach, Speaker, and Mentor who consults on a variety of financial, investment, and planning topics. She has 30 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory with a strong emphasis on helping people plan and save for retirement. Suzanne received a BA in Psychology from Hood College, holds a certificate in Women in Leadership from Cornell, is a certified Life Coach (CPCC), and is a Certified Investment Management Analyst® Suzanne lives by the motto- Scientia potentia est- particularly when it comes to money. She is passionate about helping women develop strong financial skills and writes about topics that matter to them. Suzanne is an active member of CFA Society Boston’s Financial Literacy committee and a board member of Junior Achievement of Northern New England. In her spare time, she enjoys pursuing her love of travel, the outdoors, and photography.

  • Anne Lester

    Anne Lester, former portfolio manager and Head of Retirement Solutions for JPMorgan Asset Management’s Solutions group, retired in 2020. She is on a mission to help Americans, particularly those in their 20s and 30s, understand that it is possible for them to achieve a happy retirement, on their time and target. She continues to be a regular commentator on an array of retirement issues for consumers, industry and public policy through traditional media outlets and social media. She is currently working on a book which will help younger savers understand how to overcome their own behavioral biases and set out on the path to long-term savings success.

    While at JPMorgan, she advanced the firm’s market-leading retirement investment product offerings and thought leadership agenda, developing investment products integrating anonymized data and insights from behavioral economics. Under her leadership, JPMorgan partnered with AARP and the Aspen Institute to found the Aspen Leadership Forum on Retirement Savings, bringing together industry, advocacy, academic and government leaders to converge on ideas and innovations that will help build a private savings system in the US that delivers retirement security for all.

    Anne, who joined J.P. Morgan in 1992, worked as a fixed income and currency trader and portfolio manager in the Milan office prior to her move to the Solutions group in 2000. She spent over a decade managing Public, Private, and Multi-Employer Defined Benefit and Defined Contribution plan assets before focusing exclusively on Defined Contribution research, product development, and management.

    Before beginning her career with J.P. Morgan, Anne spent a year in Tokyo as a Fulbright Scholar working for a member of the Japanese Parliament. Previously, she worked as a staff assistant for the U.S. Senate Governmental Affairs Committee, John Glenn, Chairman. Anne earned an MA in international economics and Japan studies from the John’s Hopkins University’s School for Advanced International Studies and received a BA in Politics from Princeton University.

    Anne holds three patents for the development of innovative financial services products and analytics. She is a frequent contributor at industry, academic, and public policy conferences in the US and abroad and is a contributor to Bloomberg TV, CNBC, WSJ, NYT and industry publications. She is a Non-Executive Director Smart USA and volunteers on the board of Trenton Music Makers, an El Sistema-inspired after school program in Trenton, NJ.

  • Richard Leider

    Richard is founder of Inventure – The Purpose Company, where the mission is to help people to “unlock the power of purpose” and answer the question: “Why do you get up in the morning?”

    An international bestselling author of eleven books including three best-sellers which have sold over one million copies, his latest book, Who Do You Want to Be When You Grow Old?: The Path of Purposeful Aging is the defining book on purposeful aging. The Power of Purpose and Repacking Your Bags are considered classics in the personal growth field.

    Widely viewed as a pioneer of the global purpose movement, his work is regularly featured in many media sources, and his PBS Special – “The Power of Purpose” – was viewed by millions of people.

    He has taken his purpose message to all 50 states, Canada, and 4 continents, and he has advised everyone from AARP to the National Football League to the U.S. State Department.

  • Miata Edoga

    Alliance Fellow, Actor, CEO and Founder of Abundance Bound

    Miata Edoga

    Miata Edoga is an actor and the CEO and Founder of the financial education
    company, Abundance Bound. For over two decades, she has been helping
    creatives, independent workers and other non traditional earners establish a
    healthier, more compassionate relationship with their money – whether they are
    just starting out, or starting over, or starting to wonder how they should handle
    their growing wealth.

    Miata served as the National Financial Wellness Consultant for The Actors Fund
    – a national human services non-profit for everyone in the entertainment industry.
    She has also led workshops and seminars on financial empowerment for a wide
    range of organizations including: The Academy of Motion Picture Arts and
    Sciences, The Television Academy, The Motion Picture & Television Fund, The
    Writers Guild of America, The Directors Guild, SAG-AFTRA, The Casting Society
    of America, and The Center for Cultural Innovation. The Abundance Bound
    curriculum has been licensed by industry-leading organizations and is currently
    being taught on both coasts.

  • Miata Edoga

    Miata Edoga is an actor and the CEO and Founder of the financial education
    company, Abundance Bound. For over two decades, she has been helping
    creatives, independent workers and other non traditional earners establish a
    healthier, more compassionate relationship with their money – whether they are
    just starting out, or starting over, or starting to wonder how they should handle
    their growing wealth.

    Miata served as the National Financial Wellness Consultant for The Actors Fund
    – a national human services non-profit for everyone in the entertainment industry.
    She has also led workshops and seminars on financial empowerment for a wide
    range of organizations including: The Academy of Motion Picture Arts and
    Sciences, The Television Academy, The Motion Picture & Television Fund, The
    Writers Guild of America, The Directors Guild, SAG-AFTRA, The Casting Society
    of America, and The Center for Cultural Innovation. The Abundance Bound
    curriculum has been licensed by industry-leading organizations and is currently
    being taught on both coasts.

Meet the Advisory Groups

Meet the Scholars Advisory Group

Members evaluate and provide original academic research, essays, and literature reviews regarding protected lifetime income.

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Meet the Retirement Industry Advisory Group

Provides real-world business inputs and insights to the Institute’s research agenda, to help improve retirement income security in America.

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