Here’s what we’ll cover
- Four ways economic uncertainty can impact your business
- Four ways financial wellness benefits can help
- What to look for when evaluating finwell programs
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Dan Egan
VP, Behavioral Finance & Investing, Betterment
Dan Egan is the head of Behavioral Science at the digital financial advisor Betterment. He uses behavioral finance to help people understand how they can make better financial and investment decisions. He is a frequent commentator on investor behaviors, and his research has been published in multiple academic journals and books. He lectures at Columbia University and New York University. Follow Dan on Twitter @dan_bmt.
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Ben Bakkum
Senior Investment Strategist, Betterment
Ben is a member of Betterment's Investing team in the role of Quantitative Investing Researcher. Previously, he worked on the data team at GiveDirectly, a nonprofit NGO that operates cash transfer and basic income programs. Prior to GD, he worked on the Private Bank Chief Investment Officer’s team at J.P. Morgan, contributing to the team's research, analysis, and content creation. Ben studied finance and history at the University of Virginia and is a CFA® charterholder.
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Russell Cloughen
Account Executive, Betterment at Work
Russell Cloughen is a Senior Account Executive on the Betterment at Work 401k team. He works closely with small to medium sized businesses who aim to ramp up their retirement benefits. He takes special care to ensure that our potential clients are educated on our products and services while guiding them through making these important decisions. Before joining Betterment in 2022, Russell spent the last ten years working to bring growth capital and financing solutions to businesses across many industries, especially e-commerce, retail, and professional services industries like doctors offices, law firms, and accounting firms.
