The nonpartisan Employee Benefit Research Institute (EBRI) has named a new President and CEO.
EBRI has announced that Lori Lucas, previously Executive Vice President at Callan Associates, will take the helm at EBRI, effective immediately.
Lucas, well known and well regarded in the industry, has a long history with EBRI, both as a trustee of the organization and as head of its Research Committee. More recently, she had been named Vice Chair of the organization.
She’ll be taking over from interim President and CEO Harry Conaway at a pivotal point in the nation’s focus on retirement security and health care.
Before Callan, Lucas was Director of Retirement Research at Hewitt Associates, Vice President at Ibbotson Associates, a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product head at Morningstar. She is a CFA® Charterholder, and received a B.A. degree from Indiana University and a masters degree from the University of Illinois.
