Filene Research Institute names Financial Access Initiative Executive Director as a research fellow

MADISON, WI (November 25, 2013) — Filene Research Institute announced today the appointment of Jonathan Morduch as a research fellow. Since 2005, Filene’s research fellows have advised, counseled and interacted with Filene to create vital and beneficial research surrounding the financial industry.

“Jonathan’s influential research on financial inclusion will help Filene and credit unions discover better ways to serve all Americans,” said Mark Meyer, CEO at Filene.

Jonathan Morduch – – is a Professor of Public Policy and Economics at NYU’s Wagner Graduate School of Public Service. He focuses on microfinance, social investment and poverty economics. Morduch also serves as executive director of the Financial Access Initiative, a research center focused on financial inclusion. Morduch, Dean Karlan and Sendhil Mullainathan founded FAI in 2006 to explore how financial services can better meet the needs and improve the lives of poor households.

“Credit unions have been involved in a lot of new thinking about financial products and services,” said Morduch. “Filene has made sure that researchers and credit unions are learning from each other, and it’s a privilege to join such a creative, energetic group working to improve financial access across the country.”

Filene’s other research fellows include:

Michael Barr, Professor of Law at the University of Michigan Law School. Previously he served as Assistant Secretary for Financial Institutions of the U.S. Treasury Department, where he helped to develop and pass the Dodd-Frank Act and the Consumer Protection Act.

Dennis Campbell, an expert on designing organizations and management systems for more effective strategy execution. He’s a Professor of Business Administration at Harvard Business School and previously worked at the Board of Governors of the Federal Reserve in Washington, D.C.

Annamaria Lusardi, the Academic Director of the Global Center for Financial Literacy at the George Washington School of Business, and director of the Financial Literacy Center. Her research primarily focuses on financial education, planning and management.

Christopher Nicholls, a Professor of Law at Western University in Ontario, Canada, where he is the Stephen Dattels Chair in corporate finance law. He focuses on finance and securities regulation, and financial innovation and risk management.

Hope Schau, the Gary M. Munsinger Chair in Entrepreneurship and Innovation at the Eller College of Management, University of Arizona. Her research explores the impact of technology on marketplace relationships, branding, identity-salient consumption practices and collaborative value creation.

Ellen Seidman, senior fellow at the Urban Institute, specializing in housing issues, and director of the Center for Financial Services Innovation. Prior to that she advanced financial services delivery to low- and moderate-income consumers as a senior research fellow at the New America Foundation.

Eldar Shafir, William Stewart Tod Professor of Psychology and Public Affairs at Princeton University’s Department of Psychology and Woodrow Wilson School of Public and International Affairs. He studies behavioral economics, mainly how people’s decisions affect financial outcomes.

Dorian Stone, partner in the San Francisco Office of McKinsey & Company, and leader of its North American Service Operations and Customer Experience practices in financial services. He serves clients in the financial sector across most operations and transformation issues.

For interviews with Filene’s research fellows, contact Kate Lawton at 608.661.3758 or katel(at)filene(dot)org.

About Filene: Filene Research Institute is an independent, consumer finance think and do tank dedicated to scientific and thoughtful analysis about issues affecting the future of credit unions, retail banking and cooperative finance. Filene is a 501(c)(3) nonprofit organization. Nearly 1,000 members make the Institute’s research, innovation and impact programs possible.

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