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.