• Paul Merriman – President and Treasurer
  • Professor Lewis Mandell- Board Member
  • Paul Heys – Board Member

Paul Merriman

Paul A. Merriman is committed to educating people of all ages to get the most from their retirement investments. Founder of Merriman LLC, an investment advisory firm in Seattle, WA. he is author of numerous books on investing for retirement: “Financial Fitness Forever,” “Live It Up Without Outliving Your Money,” and the 2012 “How To Invest” series: “First Time Investor: Grow and Protect Your Money” “Get Smart or Get Screwed: How to Select the Best and Get the Most from Your Financial Advisor” and “101 Investment Decisions Guaranteed to Change Your Financial Future“. The series is available for free immediate download at his website. Paul’s weekly podcast, “Sound Investing,” was recognized by Money magazine as the best Money Podcast in 2008. He also writes, with Rich Buck, weekly articles for MarketWatch‘s “Retirementor” column. His mutual fund and ETF portfolio and 401(k) plan recommendations are also available free at paulmerriman.com.

All proceeds, including Paul’s royalties, are donated to The Foundation.

Professor Lewis Mandell

Professor Lewis Mandell, a financial economist, is Professor Emeritus of Finance and Managerial Economics and former Dean of Business at the State University of New York at Buffalo.  Lew has held teaching appointments in psychology, sociology, political science and marketing as well as economics and finance and in 2007 was given the Chancellor’s Award for outstanding teaching, awarded across all 64 campuses of the State University of New York.

Widely recognized as a founder of the field of financial literacy, he has written 22 books, mostly related to the economic, financial and investment behavior of consumers, including his latest, What to Do When I Get Stupid.

During his 45-year career, Lew has run the Surveys of Consumer Finances at the University of Michigan (now run by the Fed), headed the research division of the Comptroller of the Currency in Washington, DC, has been a trustee and manager of an 8 billion dollar family of funds, and in 1979 was the Israeli Bankers’ Association Visiting Professor of Banking at the business school of Tel Aviv University.  His full-time teaching career ended as the Kermit Hanson Professor of Finance and Business Economics at the University of Washington in 2013.

Lew’s counter-intuitive findings on the impact of financial education have been profiled in Time Magazine, Money Magazine, the Economist, The New York Times and PBS NewsHour.  He has appeared on the Today Show, the History Channel, CNN, and NPR.  His publications and recent articles may be seen on his web site, LewisMandell.com.

Paul Heys

Paul Heys is a retired vice president of an international financial firm, former CEO of an accounting and information processing firm, and a founding director of a commercial bank. His post-retirement area of professional concentration is  behavioral finance, where his activities have included authoring and lecturing on the effect spending has on long-term wealth accumulation and perpetuation. His work has been described as “brilliant,” “provocative” and “refreshingly different” by individuals with notable and prestigious reputations within this domain. His stated goal is to inform, inspire and incite individuals to quite literally: “spend your way to wealth.”

Former Board Member/Secretary: Richard Buck

Many thanks to Rich Buck for his service on the Board. Richard Buck was a Seattle Times business reporter for 20 years, capping a 30-year journalism career that included eight years as a writer and editor for The Associated Press. He began working with Paul in 1993 and retired in the fall of 2011 as senior editor of Merriman Inc. In that position he helped Paul and other Merriman staff members write many articles and is the co-author of Paul’s books, Financial Fitness Forever and Live It Up Without Outliving Your Money!, in addition to the “How To Invest” series and weekly MarketWatch articles.