Dr Heye has extensive experience starting and running technology companies. After confronting dementia first hand in his own family and witnessing elder financial abuse in friends, he decided not enough was being done to protect the financial well-being of older adults. He co-designed and managed the clinical study “Cognitive Function as a Proxy of Financial Decision Making in Older Primary Care Adults” at the Massachusetts General Hospital which investigated the behavioral and cognitive underpinnings of financial decision-making. He is a member of the Financial Planning Association’s (FPA) FinTech Advisory Group. He has published numerous journal articles, book chapters, and MIT working papers on diminshed decision-making capacity, financial technology, investment decision-making, and investor “animal spirits”. Dr Heye received his BA from Wesleyan University and PhD from MIT, where he also completed a post-doctoral program at the MIT Industrial Performance Center.
Mr Gresham has been at the forefront of financial services transformation and innovation for decades. He was recognized by the Money Management Institute with its Pioneer Award for lifetime industry contributions, named Mutual Fund Marketer of the Year by Institutional Investor/Fund Action and received a Telly Award for innovation in financial services marketing. He has led successful efforts as an executive or consultant for several major financial services firms in the global marketplace, including Merrill Lynch Private Wealth International, Smith Barney Consulting Group, Citigroup Private Bank, The Charles Schwab Company, Merrill Lynch Canada, AGF Funds and AIM Distributors. Most recently he led the Private Client Group at Fidelity Investments with more than $1 trillion in client assets. He is the author of five books about wealth management and served eight years on the faculty of Brown University focused on the impact of an aging population
Ms Hastings Cruz has led teams in technology-based companies for more than 25 years, with a focus on business leadership and functional expertise in Finance, Human Resources, Legal Services, Information Technology and Investor Relations. She is a five-time chief financial officer and has served on the board of directors for two healthcare IT companies. She is currently Audit Committee Chair and a member of the Board of eSolutions and was most recently the Chief Financial Officer and a member of the Board at N-of-One, Inc.
Director, Outpatient Geriatric Psychiatry, Massachusetts General Hospital. Dr Weiner is the first director of Outpatient Geriatric Psychiatry at MGH with over 20 years of clinical experience in the field of psychiatry. At MGH he has recently established a new Older Adult Outpatient Psychiatry Program that will support the complex care needs of patients and their families. Dr Weiner is the co-principal investigator of the study entitled “Cognitive Function As A Proxy Of Financial Decision Making In Older Primary Care Adults” being conducted by the Massachusetts General Hospital (MGH) and sponsored by Cogniscient. Prior to joining MGH, Dr Weiner practiced at the Lahey Clinic and Lawrence Memorial Hospital. He received his BA from Wesleyan University and MD from Boston University.