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View More Press Releases by Women Investment Professionals [WIP]

Press release:

Lori Lucas, CFA, President and CEO of EBRI, to Receive the 2018 Distinguished Woman Investment Professional of the Year Award

Issued by: Women Investment Professionals [WIP]

Date: Oct. 9, 2018

Award will be presented to Ms. Lucas at the Women Investment Professionals (WIP) Annual Trailblazer Dinner on October 18, 2018

(CHICAGO, IL - October 8, 2018) Women Investment Professionals (WIP), a leading not-for-profit organization for professional women in the institutional investment management industry, today announced it will be awarding its prestigious "Distinguished Woman Investment Professional of the Year" award to Lori Lucas, CFA, President and CEO of Employee Benefit Research Institute (EBRI). The award will be presented at WIP's Annual Trailblazer Dinner on October 18, 2018 at The University Club of Chicago.

The "Distinguished Woman Investment Professional" award seeks to recognize a leading figure for her contributions and achievements in the institutional investment management industry. Nominations for the award recipient are put forth by WIP members and ultimately selected by the WIP Board of Directors.

"Lori is a recognized leader in the retirement industry," said Christina Cryer, President of WIP and Head of U.S. Consultant Relations for WisdomTree Asset Management. "Throughout her career, she has worked tirelessly to help American workers save for retirement through her work in policy, research and consulting with plan sponsors and institutional investors."

As the President and CEO of EBRI, Lori is responsible for leading EBRI in its mission to provide unbiased, fact-based research and data on retirement, health care, and other benefits that provide financial security for American workers. Formerly, Lori was an Executive Vice President and Practice Leader at Callan, where she led Callan's Defined Contribution business, and developed research and insights into retirement trends for the benefit of clients and the industry. Lori is the immediate past Chair of the Defined Contribution Institutional Investment Association

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 an analyst and product development leader at Morningstar, Inc.

WIP's annual Trailblazer Dinner focuses on celebrating women who inspire others to achieve personal and professional excellence. The featured keynote at this year's dinner will be Suni P. Harford, Managing Director and Head of Investments at UBS Asset Management.

The dinner is made possible through the generosity of WIP's corporate sponsors:

  • Platinum Sponsors: Legal & General Investment Management America, Northern Trust, Putnam Investments, UBS
  • Gold Sponsors: AON, BlackRock, ClearBridge Investments, Graystone Consulting, Jackson, PPM America, T.Rowe Price, WisdomTree Asset Management
  • Silver Sponsors: Capital Group, Diamond Hill Capital Management, Manulife Asset Management, Marquette Associates, Mesirow Financial, Milliman, Neuberger Berman, RBC Global Asset Management, Segal Marco Advisors
For more information on WIP's Annual Trailblazer Dinner or to register, please visit

About Women Investment Professionals (WIP) Established in 1996, Women Investment Professionals is a not-for-profit organization that provides a forum for networking and professional development for women involved in institutional investing, including plan sponsors, investment managers, consultants, accountants and attorneys. WIP achieves this objective through a variety of activities, including quarterly events, committee involvement, philanthropic initiatives and its website. WIP provides members access to information on job opportunities within the industry by posting positions on its website. For more information, please visit


View More Press Releases by Women Investment Professionals [WIP]

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