Matt came up with the idea for Blueprint Income in 2013 while working at the U.S. Treasury. There, he advised the Treasury Secretary and other senior officials on the future of retirement. He saw first-hand how market risk and increasing longevity expose far too many Americans to a situation no one should have to face: running out of money in your later years. Matt left the Treasury Department to pursue an MBA at The Wharton School. There, he met co-founders who shared his passion for creating a needed financial product while solving a tremendous social challenge. Matt began his career in investment banking at Lazard. He grew up in Maine and attended the University of Pennsylvania for his undergrad degree. That’s also where he met his wife. When he’s not busy building Blueprint Income, he’s spending time with his daughter and training for marathons. Matt is a regular contributor to Forbes.com and has been quoted in both the New York Times and Morningstar.
When Adam was still in college, he already knew he wanted to build technology that solved big, societal challenges. While working at PayPal and BlackRock, he saw how his engineering talent could be put to good use doing exactly that. As a full stack developer by trade, Adam is responsible for technology and web infrastructure at Blueprint Income. He graduated cum laude from the Jerome Fisher Program in Management & Technology at the University of Pennsylvania with a BS in Computer Science and a BSE in Statistics. He enjoys riding his bike to work and notes that the team makes fun of him for how much Soylent he consumes.
At Blueprint Income, Nimish has spoken with thousands of customers about retirement spending and believes the #1 misconception about retirement planning is that accumulating wealth is more important than building an income stream. Nimish is a CFA Charterholder and licensed fixed annuity producer. Prior to heading up operations, sales and account management at Blueprint Income, he advised companies on M&A, capital markets, and financing transactions at the Stifel Nicolaus Weisel investment bank. He holds a Wharton MBA, MA in International Studies from the University of Pennsylvania and a Bachelor of Business Administration in Finance and Economics from the College of William and Mary.
Lauren manages Blueprint Income’s product development and actuarial activities. She is a Fellow of the Society of Actuaries and a licensed fixed annuity producer. Prior to joining Blueprint Income, Lauren spent most of her career as an actuary at New York Life. She holds a BS, magna cum laude in Financial Engineering & Operations Research from Columbia University. Lauren is also an entrepreneur herself! The first business she started was focused on making it easier for people to learn languages via speed-dating style meet-ups.
Kristin was inspired to join Blueprint Income after meeting the founders back in 2016. As an intern, Kristin helped the team develop the early stages of the company’s operations and customer engagement strategies. She was immediately drawn to the startup environment and is excited to be back at Blueprint Income as a Business Operations Associate. Kristin now heads all of the retirement income operations and assists with policy administration. She graduated cum laude this past May from Villanova University with a BA in Economics.
Burke is passionate about building technology that empowers people to make positive change in their lives and the lives of those around them. Working primarily on the Front End, he strives to create immersive and intuitive experiences for a variety of clients. Before joining Blueprint Income, Burke led efforts to modernize and simplify the Front End at Health-tech startup RubiconMD. He also worked at computer-aided-design firms Onshape & Autodesk. He studied Computer Science at Rensselaer Polytechnic Institute, but left the university after his junior year. In his free time, Burke leads several open source software projects, with an emphasis on political activism and transparency. He also plays several instruments and produces electronic music.
Blueprint Income is proud to be backed by the following investors.
Jean Chatzky, the financial editor of NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast HerMoney with Jean Chatzky. Jean is also a best-selling author. Her newest book, AgeProof: Living Longer Without Running Out of Money or Breaking a Hip, which she wrote with Dr. Michael Roizen, is a New York Times and Wall Street Journal bestseller. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching two million school children each month. She is a graduate of the University of Pennsylvania.
Kent is an experienced UX designer and is currently an Interaction Designer at Google. He focuses on adopting user-centered design methods to solve complex business and consumer design problems. Kent specializes in user interface design, interaction design, and data visualization. His work has appeared in many publications, including Fast Company, Smashing Magazine and UXmatters. He was a presenter at SXSW Interactive 2015. Kent currently teaches an interaction design class at the University of Pennsylvania.
Ben Foster is a highly sought-after product management expert and advisor to a wide array of successful startups. He brings a wealth of expertise in applied behavioral science, software product design, and best practices in product development. Prior to starting his consultancy, Ben was the VP of Product Management and UX at Opower, which he helped take public in 2014. He was a senior PM at eBay back in its heyday, and he has built product/UX organizations from the ground up multiple times over. He's an established thought leader through his articles, podcast, talks such as TEDx, and as a guest instructor at the country's top business schools. Ben holds a bachelor's degree in Statistics from UC Berkeley.
Dean Foster has been the William H. Lawrence Professor at the University of Pennsylvania’s Wharton School of Business since 2007. He has taught at Wharton since 1992 and prior to that at the University of Chicago. His research interests include machine learning, big data, statistical natural language processing, and variable selection. His previous academic research can be viewed here. Most recently, Dean worked on natural language processing problems at Yahoo! Labs and is currently a Senior Principal Scientist at Amazon.com. He holds a PhD from the University of Maryland, a MSc from Rutgers University and MA and BSc from the University of Maryland.
Hal Hershfield is Assistant Professor of Marketing at UCLA’s Anderson School of Management. His research focuses on judgment and decision-making and social psychology and was the basis of the recent Merrill Lynch Face Retirement campaign. His research has been featured on ABC World News, The New York Times, Wired, The Financial Times, The Wall Street Journal, The Economist and Forbes. He has also served as a consultant to leading insurers like Allianz, Principal, and Prudential. He holds a PhD in Psychology from Stanford and has a BA from Tufts University.
Mark Iwry, a Nonresident Senior Fellow at the Brookings Institution and Visiting Scholar at the Wharton School, served from 2009 to January 2017 as Senior Advisor to the Secretary of the Treasury and concurrently as Treasury’s Deputy Assistant Secretary for Retirement and Health Policy. He has testified before Congress on approximately 25 occasions, co-edited two books, and provided policy advice to numerous federal and state legislators (Democrats and Republicans) and five Presidential campaigns. He co-authored the proposal to expand retirement savings coverage to 30-to-40 million households through automatic enrollment in IRAs, played a central role in developing the nationwide state-based initiative to expand coverage through private-sector automatic IRAs (adopted thus far in Oregon, CA, Illinois, Conn, and MD), led the government’s efforts to promote lifetime retirement income (including QLAC longevity annuities, default target date fund annuities, and other partial or incremental annuities in 401(k)s, DBs, and IRAs), and was a principal architect of the Saver’s Credit (claimed annually on 8 million tax returns), the “myRA”, and the “SIMPLE” IRA plan (covering 3 million workers). He formulated and directed Treasury’s strategy to define, approve, and promote 401(k) automatic enrollment (and auto-rollovers) beginning in the 1990s, and was instrumental in developing the Pension Protection Act of 2006 auto-enrollment provisions. He graduated from Harvard College, Harvard Law School, and Harvard’s Kennedy School of Government.
Shantanu Rana is the founder of Distillery Partners, a digital marketing firm with a specific focus on content and brand strategy, user experience, experiential, and mobile. Previously, Shantanu was a senior executive at kirshenbaum bond senecal + partners and has deep experience in financial services from previous roles at Bernstein Global Wealth Management, Mercer, and PwC. He is a graduate of Carnegie Mellon University.