Evan is a senior actuary working in the Institutional Solutions Group at Nuveen Asset Management where he advises on investment strategies for pension plans. Evan is a thought leader who has worked with a wide variety of organizations in the U.S. and around the world. He has over 30 years of experience working with employee benefit plan financial matters and is a frequent speaker and writer on a wide variety of retirement issues and ideas. He developed the award-winning “Feel Free” approach to retirement spending. Additionally, he wrote early industry papers explaining how to invest pension assets for cash balance plans, for terminating plans and using plan demographic profiles.
Prior to joining Nuveen, Evan was the chief actuary at Vanguard where he advised pension clients on liability-driven investment strategies and served as a resource for institutional clients on pension and related issues. Evan spent the first part of his career with Watson Wyatt (now Willis Towers Watson) where he served in various roles including lead actuary for the General Motors pension account, Global Director of Quality, and senior consultant in the Oslo, Norway and Stockholm, Sweden offices. Evan has served as a consultant to the World Bank advising pension regulators in Costa Rica, India, and Egypt on actuarial and investment issues.
Evan is a member of the CSRS Board of Actuaries, overseeing the retirement system for federal government employees. He is also a member of the American Academy of Actuaries Public Interest Committee and serves on the Pension Practice Council. Evan is chairperson for the Continuing Education Committee of the Investment Section of the Society of Actuaries (SOA). Previously, he was a member of the Board of Directors for the SOA and chaired the Pension Finance Task Force, jointly sponsored by the Society and the Academy. Evan is a Fellow of the Society of Actuaries and a CFA Charterholder.
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.