financial Experts
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Lisa Kramer
Professor of FinanceUniversity of Toronto
Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets
Adam Felts
Research Associate, MIT AgeLabMIT Center for Transportation & Logistics
Adam Felts conducts research on the experiences of family caregivers and the future of financial advice.
Rachel Bi, Ph.D.
Director, UVU FinTech CenterUtah Valley University
Bi is an expert in FinTech innovation and financial planning software
Kathryn Kadous
Schaefer Chaired Professor of AccountingEmory University, Goizueta Business School
Kadous's research focuses on using psychology to improve investor and auditor decision making.
Rajesh P. Narayanan
Lousiana Bankers Association Professor of FinanceLouisiana State University
Dr. Narayanan is an international expert in financial markets, banking, fintech and cryptocurrencies.
Rona Birenbaum
Founder and PresidentCaring for Clients
Personal Finance Expert, Entrepreneur, Working Mom
Joseph Coughlin, PhD
Director, AgeLabMIT Center for Transportation & Logistics
Dr. Coughlin's work explores how global demographics, technology and changing behaviors are transforming business & society.
Michael Ehrlich
Associate Professor of Finance and Co-Director of NJ Innovation Acceleration CenterNew Jersey Institute of Technology
Professor Ehrlich's research focuses on financial markets and institutions, with an emphasis on market failures
Gonzalo Maturana
Professor of FinanceEmory University, Goizueta Business School
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
