Board Member, Los Altos, CA
Jason is the Managing Director of the Retiree Research Center at Financial Engines. Financial Engines is America’s largest independent Registered Investment Advisor working with more than 750,000 individual clients and managing over $90 billion in assets. The Retiree Research Center is dedicated to helping retirees plan and adjust to an uncertain retirement characterized by an unknown lifespan, unknown health level and unknown investment returns.
Jason has published a number of journal articles in the area of retirement economics. His research has focused on optimizing investment strategies in retirement, behavioral biases in decision making, and optimal mortality-contingent insurance contracts. Jason received a B.S in economics from Texas A&M University and a Ph.D. in economics from Stanford University.
Jason began working with the Foundation shortly after his wife, Andrea, was diagnosed with cholangiocarcinoma in 2013.