Mathew Greenwald, Ph.D.
Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research.
Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit Research Institute, Matt helped to establish the Retirement Confidence Survey, the longest-running annual benchmarking study examining workers’ and retirees’ retirement attitudes.
Mathew founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.
View YouTube clips from recent Retirement Resource Center
webinars including Mathew Greenwald's
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups.
Mathew is frequently asked to speak at forums and conferences hosted by a variety of organizations, including LIMRA, ACLI, RIIA and a number of the country’s biggest life insurance and financial services companies.
Read summary transcripts of Greenwald's presentations The Decision to Retire and Post-Retirement Financial Strategies in the 2nd Qtr 2013 issue and How Middle Income Retirees Plan For and Manage Their Risks, Assets & Spending Decisions in the 2nd Qtr 2016 issue of "Retirement Insight and Trends".
Mathew has written many articles concerning the demographic changes brought on by the Baby Boom generation, the value of annuitization, and changes in the financial attitudes and behaviors of the American public.
Mathew Greenwald is available to do presentations on a variety of topics for your retirement professional development or consumer events.
Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.