Katherine Norwood

Design and Technology Strategist

Katherine is a design and technology strategist with background in qualitative research, product, service and ecosystem design, brand identity and positioning. Her approach is informed by systems thinking, cultural anthropology, and an appreciation for storytelling across channels.

Katherine specializes in design research, ethnography, digital and contextual anthropology, product and service design, strategic planning and positioning, message development, content strategy, naming and brand identity, copywriting.

Bill Cahan

Marketing and Brand Direction

Shlomo Benartzi

Behavioral Economist

Warren Cormier

Retirement Industry Expert

Michael Kreps

Legal Counsel

Katherine Norwood

Design and Technology Strategist

Udo Frank

Financial Services Board Member/Trustee

Lindsay Owens

Retirement and Economic Policy Advisor

Polly Scott

Communication & Deferred Compensation Plan Manager

Ian Kopelman

Attorney and Partner, DLA Piper

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