Lisa Greenwald

Lisa is the CEO of Greenwald Research, a consulting and insights firm focused on the intersection of health and wealth. Greenwald partners with leaders in financial services, healthcare, and employee benefits to deliver research that demonstrates thought leadership and drives strategic action. Lisa has built her career around advancing understanding of retirement and financial security, with deep expertise in areas such as insurance, lifetime income, and retirement planning. She is known for leading influential industry studies and thought leadership initiatives that explore how individuals prepare for and navigate retirement. A longtime advocate for improving financial well-being, she brings a practical, research-driven perspective to helping people achieve greater stability and confidence in their financial lives.