E. Olena Berg-Lacy
Director/Board Member at Pension Rights Center
Profile
E.
Olena Berg-Lacy is currently the Director at Pension Rights Center and a Member-Governing Board at Common Cause.
She previously held positions as an Independent Director at Financial Engines, Inc., Director at BentallGreenOak (US) LP, Trustees at GM Trust, and Trustee at UAW Retiree Medical Benefits Trust.
She also served as Assistant Secretary at USDA Rural Development and Partner at Fiduciary Benchmarks, Inc. Berg-Lacy received her undergraduate degree from California State University-Chico and her MBA from Harvard Business School.
E. Olena Berg-Lacy active positions
| Companies | Position | Start |
|---|---|---|
Pension Rights Center
 Pension Rights Center Miscellaneous Commercial ServicesCommercial Services Pension Rights Center is an organization that educates the workforce on pension rights. The non-profit company is based in Washington. | Director/Board Member | 1999-12-31 |
Common Cause
 Common Cause Miscellaneous Commercial ServicesCommercial Services Common Cause acts as a vehicle for citizens to make their voices heard in the political process and to hold their elected leaders accountable to the public interest. The company was founded in 1970 and is headquartered in Washington, DC. | Corporate Officer/Principal | 2012-12-31 |
Former positions of E. Olena Berg-Lacy
| Companies | Position | End |
|---|---|---|
| FINANCIAL ENGINES INC | Director/Board Member | 2018-07-18 |
BentallGreenOak (US) LP
 BentallGreenOak (US) LP Investment ManagersFinance BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. | Director/Board Member | 2015-09-30 |
| UAW Retiree Medical Benefits Trust | Director/Board Member | 2011-12-31 |
| GM Trust | Corporate Officer/Principal | 2008-12-31 |
| Fiduciary Benchmarks, Inc. | Corporate Officer/Principal | 2008-02-29 |
Training of E. Olena Berg-Lacy
| California State University-Chico | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Financial Engines, Inc.
 Financial Engines, Inc. Investment ManagersFinance Financial Engines, Inc. engages in the provision of technology-enabled financial advisory services. It also offers discretionary portfolio management, personalized investment advice, financial and retirement income planning, and financial education and guidance. The company was founded by William F. Sharpe, Joseph A. Grundfest, and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA. | Finance |
| GM Trust | |
Pension Rights Center
Pension Rights Center Miscellaneous Commercial ServicesCommercial Services Pension Rights Center is an organization that educates the workforce on pension rights. The non-profit company is based in Washington. | Commercial Services |
Common Cause
Common Cause Miscellaneous Commercial ServicesCommercial Services Common Cause acts as a vehicle for citizens to make their voices heard in the political process and to hold their elected leaders accountable to the public interest. The company was founded in 1970 and is headquartered in Washington, DC. | Commercial Services |
| UAW Retiree Medical Benefits Trust | Miscellaneous |
| USDA Rural Development | Government |
| Fiduciary Benchmarks, Inc. | |
BentallGreenOak (US) LP
BentallGreenOak (US) LP Investment ManagersFinance BentallGreenOak (US) LP (BentallGreenOak) is a SEC-registered real estate investment advisor headquartered in Seattle, Washington. The firm was founded in 2010 as Bentall Kennedy (US) LP and is a majority owned indirect subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada. BentallGreenOak acts as a real estate investment advisor for a select number of public, corporate and Taft-Hartley retirement systems and private real estate funds, as well as major university endowments and sovereign wealth funds. | Finance |
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