Annamaria Lusardi is the Denit Trust Chair of Economics and Accountancy at the George Washington University School of Business (GWSB). Moreover, she is the founder and academic director of GWSB’s Global Financial Literacy Excellence Center (GFLEC). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught for twenty years. She has also taught at Princeton University, the University of Chicago Harris School of Public Policy, the University of Chicago Booth School of Business, and Columbia Business School. From January to June 2008, she was a visiting scholar at Harvard Business School. She holds a Ph.D. in Economics from Princeton University and a BA in Economics from Bocconi University.
Dr. Lusardi has won numerous research awards. Among them is a research fellowship from the University of Chicago Harris School of Public Policy, a faculty fellowship from the John M. Olin Foundation, and a junior and senior faculty fellowship from Dartmouth College. She was also awarded the 2015 Financial Literacy Award from the International Federation of Finance Museums, the 2014 William A. Forbes Public Awareness Award from the Council for Economic Education, the 2013 William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy, and the National Numeracy Network’s inaugural 2012 Steen Award. Moreover, she is the recipient of the 2007 Fidelity Pyramid Prize, an award to authors of published applied research that best helps address the goal of improving lifelong financial well-being for Americans.
She has published more than sixty academic articles and edited two books: Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs published by the University of Chicago Press in 2008, and Financial Literacy: Implications for Retirement Security and the Financial Marketplace, joint with Olivia Mitchell, published by Oxford University Press in 2011. Dr. Lusardi chairs the Programme for International Student Assessment (PISA)’s Financial Literacy Expert Group. She also chairs the OECD/International Network on Financial Education’s Research Committee. In 2009, she served as a faculty advisor for the Office of Financial Education of the U.S. Treasury.
Paul Yakoboski is a senior economist with the TIAA Institute where he is responsible for research on lifetime financial security, including topics related to defined contribution plan design, individual saving and investment decisionmaking, financial literacy and capability, and asset management during retirement, as well as research on workforce issues in the higher education and non-profit sectors. He also develops and organizes Institute symposia in these areas. Yakoboski is director of the Institute’s Fellows Program and editor of the Trends and Issues publication series.
Prior to joining the TIAA Institute, Yakoboski held positions as Director, Policy Research for the American Council of Life Insurers, Senior Research Associate with the Employee Benefit Research Institute and Senior Economist with the U.S. Government Accountability Office. He previously served as Director of Research for the American Savings Education Council and was an adjunct instructor at Nazareth College.
Yakoboski is a member of the American Economic Association and the National Academy of Social Insurance. He also serves on the board of the Journal of Retirement, the editorial advisory board of Benefits Quarterly, the research committee of the Insured Retirement Institute and the Society of Actuaries’ Committee on Post-Retirement Needs and Risks. Yakoboski earned his Ph.D. and M.A. in economics from the University of Rochester and his B.S. in economics from Virginia Tech.
