William G. Shipman is Chairman of CarriageOaks Partners LLC, a
Massachusetts-based consulting firm specializing in retirement finance. An
advocate of Social Security reform in the United States, Mr. Shipman has
testified before the House Ways and Means Sub-Committee on Social Security and
co-authored Promises to Keep: Saving Social Security's Dream. He is
Co-Chairman of the Cato Project on Social Security Choice, and was on the
National Advisory Board of "Americans Discuss Social Security", a non-profit
organization funded by the Pew Charitable Trusts to generate informed debate on
the issue. He also served as a delegate to the White House Conference on
Social Security. His research has been published by the Financial Analysts
Journal, The Journal of Investing, the National Center for Policy Analysis, The
Heritage Foundation and the Cato Institute, as well as numerous other
publications, and was named one of its outstanding papers by The Journal of
Investing.
Mr. Shipman has discussed and debated public policy issues before the United
Nations and both the Joint Economic Committee and House Budget Committee Task
Force on Social Security of the United States Congress, as well as the
Australian Parliament. He has given well over 300 speeches across six
continents and twenty-one countries and has consulted on retirement finance
reform with government officials from Australia, China, Poland, the United
States and Russia as well as the European Commission. He recently was invited
by the government of the Russian Federation to be a member of its Supervisory
Council for the Institute for Social Insurance Development. The Ministry of
Labour and Social Security of the People's Republic of China has invited him to
be a visiting professor at the Ministry's Social Insurance Institute. The
government of China has also published Promises to Keep in Chinese.
Prior to establishing CarriageOaks, Mr. Shipman spent more than 30 years in
institutional financial research and consulting. He was a principal of State
Street Global Advisors, a founding partner of H. C. Wainwright Co., Economics,
and a general partner of H.C. Wainwright & Co. Mr. Shipman received his degree
in psychology from Syracuse University.
