Trustees
Jason Fichtner, PhD
Chair
Executive Director, LIMRA Retirement Income Institute
Other Positions / Affiliations
•Senior Fellow, National Academy of Social Insurance
•Senior Policy Fellow, Center for Social Development (CSD), Brown School, Washington University in St. Louis
•Board of Directors, FINRA Investor Education Foundation
•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, Bipartisan Policy Center
•Chief Economist, 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
Other Positions / Affiliations
•Professor of Wealth Management
•Professor of Wealth Management The American College of Financial Services
•Director for the Granum Center for Financial Security Financial Services at The American College
•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
•Chair Maryland Small Business Retirement Savings Board
•Scholar in Residence, 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
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
Compensation Committee - Chair
Chair and Co-Founder, Preferred Capital Fund Management LLC
Other Positions / Affiliations
•Board Member, Economic Development Bank of Puerto Rico
•Board Member, Government Development Bank of Puerto Rico
•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