Moshe Arye Milevsky
Leading Financial Strategist
In an era when traditional corporate pensions are disappearing, Social Security’s sustainability is in question, and healthcare costs are skyrocketing, Moshe Milevsky is here to help. Introducing audiences to his powerful framework for managing financial health, Milevsky shows people how to protect their vulnerability to risk and generate long-term security.
Milevsky is an associate professor of finance at the Schulich School of Business at York University; a member of the faculty in the joint Kellogg-Schulich Executive MBA Program at Northwestern University; and the executive director of the Individual Finance and Insurance Decisions Centre. The focus of his teaching, research, and consulting work is in the interplay between investment management, personal finance, and insurance.
He is the author of ten books including, The Seven Most Important Equations for Your Retirement; Your Money Milestones; Are You a Stock or a Bond?; The Calculus of Retirement Income; Wealth Logic; and Money Logic. He has also written over 60 peer-reviewed white papers, and more than 200 popular magazine and newspaper articles on all aspects of personal finance.
Milevsky is a 2002 Fellow of the Fields Institute for Research in Mathematical Sciences. He received two National Magazine Awards in 2003 for his popular writing, and received a Graham and Dodd scroll award from the CFA Institute for a 2006 article in the Financial Analysts Journal. In 2008, he was honored with a lifetime achievement award from the Retirement Income Industry Association. In 2009 he was selected as an MDRT Main Platform speaker.