retirement-planning
(3)
Trevor Gary
Trevor Gary is the founder and CEO of Micruity, a retirement-income infrastructure company that connects 401(k) recordkeepers, asset managers and insurers so plans can offer annuities and pension-style lifetime income. A former pension actuary at Deloitte Canada, Gary saw firsthand how the shift from defined-benefit pensions to 401(k) plans left millions of Americans without guaranteed income in retirement. He founded Micruity in 2017-2018 to build the data conduit that makes lifetime-income products work at scale. The company has raised roughly $27 million from a roster of insurance and financial heavyweights including Prudential, TIAA, State Street, Nationwide, J.P. Morgan Asset Management and Pacific Life.
Jean Chatzky
Jean Chatzky is a personal finance journalist turned entrepreneur who spent 25 years as the financial editor of NBC's TODAY show before co-founding HerMoney, a media company built to give women judgment-free money guidance. A New York Times and Wall Street Journal bestselling author of more than a dozen books, she hosts the HerMoney podcast, writes twice-weekly newsletters, and runs coaching programs like FinanceFixx and InvestingFixx. Her mission is simple and relentless: strip the jargon out of money so every woman can build confidence and long-term security.
Jeff Schneble
Jeff Schneble is the CEO of Human Interest, a San Francisco-based fintech company on a mission to close America's $28 trillion retirement savings gap by making 401(k) and 403(b) plans affordable and accessible for small and medium-sized businesses. A physicist turned venture capitalist turned operator, Schneble brought together a rare trifecta of academic rigor (PhD from Cambridge, MBA from Harvard), investment experience (Partner at Wing Venture Capital), and hands-on operational chops (Silver Lake Partners) before taking the helm at Human Interest in 2019. Under his leadership, the company has grown to serve over 45,000 companies, surpassed $200 million in ARR, raised over $1 billion in total funding at a $3 billion valuation, and is eyeing a public listing.