Lori Lucas, CFA

CEO Emeritus

Lori Lucas, CFA, is the CEO Emeritus of EBRI.

Formerly, Lori was President and CEO of EBRI. Before that, she was an Executive Vice President and Practice Leader at Callan, where she led Callan's DC business and developed research and insights into retirement trends for the benefit of clients and the industry.

In previous roles, Lori was Director of Retirement Research at Hewitt Associates, served as a Vice President at Ibbotson Associates, as a pension fund consultant at J.H. Ellwood & Associates, and as an analyst and product development leader at Morningstar, Inc.

Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is the immediate past Chair of the Defined Contribution Institutional Investment Association and has served as the Vice Chair and Research Chair of EBRI. She is a former columnist for Workforce Management online magazine. She has testified before the Senate HELP Committee, the DOL, SEC, and ERISA Advisory Council. Her views have frequently been cited in the press and in articles and white papers she has written. She has also been a featured speaker at national and international conferences.