Professional Affiliations​

  1. Board Member, C&F Bank

  2. Advisory Board Member, The Wharton School's Pension Research Council

  3. Member, Journal of Retirement Advisory Board   (2013-Present)

  4. RIIA Special Academic Advisor    (2012-Present)

  5. Journal of Pension Economics and Finance 

    • Editorial Board   (2011-2012, 2016-2019)  

    • Editor   (2013)

  6. Member, Academy of Behavioral Finance Advisory Board  (2010-Present)

  7. TIAA Institute Fellow, TIAA  Institute, New York, New York  (2007-Present)

  8. Research Associate, Center for Retirement Research at Boston College (2001-Present)

  9. Elected member of the Defined Contribution Plans Advisory Committee (DCPAC), Virginia Retirement System, Richmond, VA (2008-2010)

 

 

Expert Panels and Award Selection Committees

  1. Selection Committee for the 2011, 2012 and 2020 TIAA Paul A. Samuelson Award.

  2. Witness, Provided Testimony to a Full Committee Hearing before the United States Senate Committee on Health, Education, Labor and Pensions on “Simplifying Security: Encouraging Better Retirement Decisions”, February 3, 2011. 

  3. Invited Panelist, Retirement Security Advisory Panel (RSAP), United States Government Accountability Office (GAO), Washington, D.C., 2007.

 

 

 

Prior Non-Academic Work Experience 

  1. Vector Securities International, Deerfield, Illinois (1993-1995)

    • Senior Research Associate (1994-1995)

    • Research Assistant (1993-1994) 

  2. Salomon Brothers, New York, New York (1992-1993) 

    • Financial Analyst  

 

 

 

 

Academic Positions & Fellowships 

  1. The College of William and Mary, Williamsburg, VA   (2001-Present)           

    • Richard C Kraemer Term Professor of Finance (2017- Present)

    • Class of 2018 Professor of Finance and Economics (2017-2018)

    • Class of 2018 Associate Professor of Finance and Economics (2015-2017)

    • Director of the Boehly Center for Excellence in Finance (2013-2016)

    • John N. Dalton Term Chair (2011-2014)

    • Associate Professor (2010-2017)

    • Co-Director Center for Interdisciplinary Behavioral Finance Research (CIBFR) (September 2009-September 2011)

    • Cabell Faculty Fellow (March 2009-March 2011)

    • Assistant Professor of Finance and Economics(2003-2010)

    • Visiting Assistant Professor (2001-2003)

  2. University of New South Wales, Sydney, Australia (2012-Sabbatical Year)

    • Senior Visiting Fellow, School of Risk and Actuarial Studies

    • Centre for Pensions and Superannuation

  3. Boston College, Boston, MA. (1995-2001)

    • Lecturer, (Fall 1998 and Spring 1999)

    • Teaching Assistant, (Fall 1997-Spring 1998)  

    • Research Assistant, (Fall 1995-Spring 1997)

  4. ​National University of Singapore, Singapore (1991-1992)

    • ​Fulbright Scholar

 

 

 

 

Education 

  1. Ph.D. in Finance, Boston College, Chestnut Hill, MA   (July 2001)

  2. B.A. (Magna Cum Laude), The College of William and Mary  (May 1991)  

    • Major - Economics (High Honors)  

    • Minor - Mathematics