Center Staff

Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®

Co-Director | New York Life Center for Retirement Income

The American College of Financial Services

Wade D. Pfau, PhD, CFA®

Co-Director | New York Life Center for Retirement Income

Professor of Retirement Income

The American College of Financial Services

Advisory Board

David Blanchett

Head of Retirement Research


Sharon Carson

Retirement Strategist

J.P. Morgan

Michael Finke, PhD, CFP®

Dean and Chief Academic Officer

The American College of Financial Services

Emily J. Holbrook, MBA

Director of Personal Markets in Planning and Sales

Northwestern Mutual

Dylan Huang

Senior Managing Director & Head of Retail Annuities

New York Life

Gregory Jaeck

Senior Product Leader of Annuities

Edward Jones

William J. Johnson

Executive Vice President | Investment Product Development and Risk Management

Fidelity Investments Life Insurance Company

Frank McAleer, Jr., CIMA

Senior Vice President | Wealth, Retirement & Portfolio Solutions

Raymond James Financial, Inc.

Jennifer McCauley

Corporate Vice President – Head of Retail Annuities Marketing

New York Life

Todd Taylor

Director - Strategy, Research, and Analytics

New York Life