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Jamil Baz
Head of Client Solutions and Analytics
David Fisher
Co-Head of Strategic Accounts, U.S. Global Wealth Management
Jennifer Gongola
Behavioral Science Research Analyst
Helen Guo
Co-Head of Client Solutions and Analytics, Americas and Asia-Pacific
Daniel J. Ivascyn
Group Chief Investment Officer
Sean Klein
Head of Client Business Strategy – Client Solutions and Analytics
Rene Martel
Head of Retirement
Emmanuel Roman
Chief Executive Officer
Steve Sapra
Senior Advisor
Jerome M. Schneider
Portfolio Manager
Avi Sharon
Product Strategist
Richard Thaler
Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business
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The Well-Tempered Retiree: Rational Choice in an Uncertain Retirement
Managing Misbehavior: Rational Choice in an Uncertain Retirement
Behavioral Insights: Beyond the Efficient Market Hypothesis
Behavioral Insights addressing retirement challenges with nobel laureate Richard Thaler - people walking across the street

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