Julie Agnew is the Class of 2018 Professor of Finance and Economics. From 2014 until 2016, she was the Inaugural Director of the Boehly Center for Excellence in Finance at William & Mary’s Raymond A. Mason School of Business. She is a TIAA-CREF Institute Fellow, on the Advisory Board of the Wharton School's Pension Research Council, a former elected member of the Defined Contribution Plans Advisory Committee (DCPAC) for the Virginia Retirement System, and a Research Associate for the Center for Retirement Research at Boston College. She is also a board member of C&F Bank. From 2009-2011, she was the Co-Director of the Center for Interdisciplinary Behavioral Finance Research.
Her research and consulting activities focus on behavioral finance and its relationship to financial decisions made by individuals in their retirement plans. She has presented her research at several national and international conferences, testified as an invited expert witness in front of the Senate’s Committee on Health, Education, Labor and Pensions and published in journals that include the American Economic Review, the Journal of Financial and Quantitative Analysis, Management Science (forthcoming), the Journal of Pension Economics and Finance and the Journal of Behavioral Finance. Additionally, she has won several nationally competitive research grants amounting to over one million dollars of funding.
Prior to pursuing her doctorate, Dr. Agnew worked as an Analyst in investment banking for Salomon Brothers in New York City and as an Equity Research Associate for Vector Securities International in Chicago. A former Fulbright Scholar to Singapore, Dr. Agnew co-authored a book examining strategic business opportunities in Indonesia, Singapore and Malaysia. Dr. Agnew earned a B.A. degree in Economics (High Honors) and a minor in Mathematics from William & Mary. She graduated Magna Cum Laude and is a member of Phi Beta Kappa. She received a Ph.D. in Finance from Boston College in 2001. In 2012, she was a Senior Visiting Fellow affiliated with the School of Risk and Actuarial Studies in the Australian School of Business at the University of New South Wales in Sydney, Australia.
Areas of Interest/Expertise
- Personal Investing in 401(k) Plans
- Behavioral Finance
- Financial Literacy