Center Staff

Jamie Patrick Hopkins, Esq., MBA, LLM, CLU®, RICP®

Larry R. Pike Chair in Insurance and Investments

Associate Professor of Taxation

Director | New York Life Center for Retirement Income

The American College of Financial Services

Advisory Board

Sharon Carson

Retirement Strategist

J.P. Morgan

Natalie Cooper

Director - Strategy and Business Intelligence 

New York Life

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.

Wade D. Pfau, PhD, CFA®

Professor of Retirement Income

The American College of Financial Services

Todd Taylor

Director - Strategy, Research, and Analytics

New York Life