Our Team

David R. Lewis, MBA, CFA, PhD

President, BEworks Research Institute

David Lewis is President of the BEworks Research Institute. His work focuses on judgment and decision making in the domain of personal finance with the goal of helping people to make better decisions and have better financial and life outcomes. David held numerous senior positions, such as Head of Technology, Head of Marketing, President, CEO, Board Member, and Board Chair, at global financial institutions including Barclays Wealth USA, UBS Bank USA, UBS Financial Services Americas, ING DIRECT USA, and Bank of Nova Scotia. David also has over a decade of experience serving on various boards including financial institutions and a securities industry regulator. David was also named one of the top 50 marketers in the US by Ad Age magazine. 

What is a big idea or question David has been thinking about?

Financial well-being is a critical determinant of overall well-being and equal in importance to the combined effects of job satisfaction, relationship satisfaction, and physical health. Helping people make better decisions, such as saving more, paying down debt, planning for risks, and managing investments effectively will have a profound impact on well-being.

David's Featured Work

  • Total Cost Reporting
  • Bullshift podcast with John De Goey and David Lewis
  • VIDEO - AMIB Stock Market Convention
  • Wealth Professional: How to rationalize the irrational
  • VIDEO Crevolution 2021: How can BE promote long-term financial well-being?
  • Net zero and its discontents: behavioural economist David Lewis on ESG
  • Financial advice from AI may be educational but not holistic, experts say

David's Featured Events

BEworks Summit 2021

2021-10-05 | 11-3pm

Around the globe, organizations are at an inflection point: whether evaluating business direction, rethinking how to engage the workforce, or looking for new ways to meet consumer or citizen needs. 

AMIB Convencion Bursatil

2022-10-05 | 10:00 am

What psychological factors influence financial decisions? What behavioral economics tools can investors, advisors, and institutions use to make better financial decisions in uncertain times?

Financial Wellness: The Most Valuable and Least Understood Employee Benefit

2023-06-01 | 12pm EST

Connecting your employees to financial wellness programs makes good business sense. Because financial stress can have multiple effects on your organization. Join this dynamic panel on June 1st at 12pm ET to learn how your employees' financial wellness can help your bottom line.

  • Ada Le, PhDVice President, Strategy

    Ada Le, PhD

    Ada Le, PhDVice President, Strategy

  • Shannon O'Malley, PhDBehavioral Science Consultant

    Shannon O'Malley, PhD

    Shannon O'Malley, PhDBehavioral Science Consultant

  • Wardah MalikChief Executive Officer

    Wardah Malik

    Wardah MalikChief Executive Officer

  • Nina Mazar, PhD Co-Founder & Chief Scientific Advisor

    Nina Mazar, PhD

    Nina Mazar, PhD Co-Founder & Chief Scientific Advisor

  • David Pizarro, PhD Chief Science Officer

    David Pizarro, PhD

    David Pizarro, PhD Chief Science Officer

  • David R. Lewis, MBA, CFA, PhD President, BEworks Research Institute

    David R. Lewis, MBA, CFA, PhD

    David R. Lewis, MBA, CFA, PhD President, BEworks Research Institute

  • Nathaniel Barr, PhD Senior Innovation Advisor

    Nathaniel Barr, PhD

    Nathaniel Barr, PhD Senior Innovation Advisor

  • Michelle Hilscher, PhDVice President, Strategy

    Michelle Hilscher, PhD

    Michelle Hilscher, PhDVice President, Strategy

  • Sean Donnelly Senior Vice President, Client Strategy

    Sean Donnelly

    Sean Donnelly Senior Vice President, Client Strategy

  • David Thomson, PhDVice President, Strategy

    David Thomson, PhD

    David Thomson, PhDVice President, Strategy

  • Keegan Varella MBA, MSc. Fin, CPA, CMASenior Vice President, Finance & Operations

    Keegan Varella MBA, MSc. Fin, CPA, CMA

    Keegan Varella MBA, MSc. Fin, CPA, CMASenior Vice President, Finance & Operations

  • Adalberto Palma Executive Advisor, LATAM

    Adalberto Palma

    Adalberto Palma Executive Advisor, LATAM

  • Juan Camilo Salcedo, PhDRegional Director, LATAM

    Juan Camilo Salcedo, PhD

    Juan Camilo Salcedo, PhDRegional Director, LATAM

  • Miles Atwell, MBA Director, Operations, HR, Strategy

    Miles Atwell, MBA

    Miles Atwell, MBA Director, Operations, HR, Strategy

  • Angela Cooper, PhDSenior Strategist

    Angela Cooper, PhD

    Angela Cooper, PhDSenior Strategist

  • Shelbie Sutherland, PhDSenior Strategist

    Shelbie Sutherland, PhD

    Shelbie Sutherland, PhDSenior Strategist

  • Pierre-Jean Malé, PhDSenior Strategist

    Pierre-Jean Malé, PhD

    Pierre-Jean Malé, PhDSenior Strategist

  • Erick Roat, PhDAdvisor

    Erick Roat, PhD

    Erick Roat, PhDAdvisor

  • Mona Zhu, PhDAssociate

    Mona Zhu, PhD

    Mona Zhu, PhDAssociate

  • Julia Van de Vondervoot, PhDBehavioral Science Consultant

    Julia Van de Vondervoot, PhD

    Julia Van de Vondervoot, PhDBehavioral Science Consultant

  • Matthias Berkes, PhDAssociate

    Matthias Berkes, PhD

    Matthias Berkes, PhDAssociate

  • Youval Aberman, PhDBehavioral Science Consultant

    Youval Aberman, PhD

    Youval Aberman, PhDBehavioral Science Consultant

  • Ian Roberts, PhDAssociate

    Ian Roberts, PhD

    Ian Roberts, PhDAssociate

  • Fernando Heffner, BA Senior Graphic Designer

    Fernando Heffner, BA

    Fernando Heffner, BA Senior Graphic Designer

  • Jovana Todorovic, BFA Graphic Designer

    Jovana Todorovic, BFA

    Jovana Todorovic, BFA Graphic Designer

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