Trustees
Jason Fichtner, PhD
Chair
Chief Economist Bipartisan Policy Center
Other Positions / Affiliations
•Senior Fellow, Alliance for Lifetime Income & Retirement Income Institute
•Policy Fellow, Stanford Institute for Economic Policy Research, Stanford University​
•Research Fellow, Center for Financial Security, University of Wisconsin
•Board of Directors, National Academy of Social Insurance
•Member, Pension Benefits Council of the Pension Reserve Trust of Puerto Rico
Editorial Service
•Editorial Advisory Board, Retirement Management Journal
•Reviewer, Journal of Pension Economics and Finance
Previous Professional Experience
•Chief Economist, U.S. Social Security Administration
•Deputy Commissioner for Social Security (Acting), U.S. Social Security Administration
•International Economics & Associate Director, John Hopkins University –Paul H. Nitze School of Advanced International Studies
•Senior Research Fellow, Mercatus Center at George Mason University
•Senior Consultant, Arthur Andersen LLP –Office of Federal Tax Services –Economic Analysis Group
•Economist, U.S. Department of Treasury –Internal Revenue Service
Michael Finke,PhD
Investment Committee - Chair
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Other Positions / Affiliations
•Professor of Wealth Management
•Professor of Wealth Management
•Director for the Granum Center for Financial Security
•Frank M. Engle Distinguished Chair in Economic Security
Areas of Expertise
•Financial Planning
•Investments
•Portfolio Management
•Retirement Planning
•Wealth Management
Previous Professional Experience
•Professor, PhD Coordinator in Department of Personal Financial Planning at Texas Tech University
•Associate Professor and Director of Graduate Studies at University of Missouri
•Author and Public Speaker on topics related to retirement income planning
Hon. Joshua Gotbaum JD,MPP
Audit & Compliance Committee - Chair
Other Positions / Affiliations
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•Chair Maryland Small Business Retirement Savings Board
•Guest Scholar in Economic Studies, Brookings Institution
•Director, Thornburg Investment Management
•Fellow, National Academy of Public Administration
•Fellow, National Academy of Social Insurance
Areas of Expertise
•Corporate Governance
•Government Management
•ESG
•Pension Investing
•Retirement Security
•Restructuring
•Infrastructure
Previous Professional Experience
•Director (CEO), U.S. Pension Benefit Guaranty Corp.
•Investor/ Business Consultant
•Ch 11 Trustee (CEO), Hawaiian Airlines
•CEO, The September 11thFund
•Senior U.S. government official in Defense, Treasury, Office of Management & Budget
•U.S. Senate Budget Committee
•Partner, Lazard
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Desiree Mieses Llavat, MBA
Board Secretary
Managing Member Lumiere Bay,LLC
Other Positions / Affiliations
•Director of the Board, Secretary, Casa de Niños Manuel Fernandez Juncos
•Director of the Board, Chairman of Investment Committee, Puerto Rico Community Foundation
•Director of the Board of Alumni, Bentley University
•Adviser to Música Pa' Culebra
•Board of Advisors, Friends of Puerto Rico –Building the Future
Areas of Expertise
•Asset Management for Institutions
•Asset Allocation & Investment Policy
•Diversity and Inclusion
•Product Development
•Non-Profit Leadership
•Social and Governance Issues
Previous Professional Experience
•Vice President Institutional Advisory Services, Santander Asset Management
•Chief Investment Officer, The Bank & Trust of Puerto Rico
Gabriel Olivera Magraner, JD,LLM
Chair and Co-Founder Preferred Capital Fund Management LLC
Other Positions / Affiliations
•Co-founder Vice Chairman of Board, Arevilo Capital Management LLC
•Board Director, VAPR Federal Credit Union
•Board of Directors, Colegio San Ignacio -Jesuit High School
Areas of Expertise
•Capital and Investment Management
•Auditing and Accounting
•Corporate Law and Tax
•Strategic Planning
•Banking and Credit Underwriting
Previous Professional Experience
•President/CEO FDIC insured local bank with $1B AUM
•Director of the Board, AAFAF
•Director and Vice Chairman, Government Development Bank of Puerto Rico
•Attorney at Law, LLM-Tax Law
•Law clerk at Supreme Court of PR
•Auditor-Arthur Andersen & Co