Teresa Epperson is a partner with A.T. Kearney in its financial institutions practice. Previously, she was managing director at AlixPartners. She has also held leadership roles at FleetBoston and Fidelity Investments. Her background covers a broad span of retail business lines, including consumer lending, credit and debit card, and consumer investments (brokerage, retirement, annuities).
Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.