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Julie Agnew (www.drjulieagnew.com) is the Richard C. Kraemer Term Professor of Business at William and Mary. She has won numerous teaching awards and enjoys nothing more than connecting William and Mary students to talented alumni, as well as helping them find their next career steps following college. Her research and consulting activities focus on the interplay between financial literacy and behavioral finance. She frequently presents her research at conferences around the world and has testified as an invited expert witness to the U.S. Senate’s Committee on Health Education, Labor and Pensions. Funded by nationally competitive research grants, her research has been featured in top journals, including the American Economic Review, Journal of Financial and Quantitative Analysis and Management Science. She is a member of the Pension Research Council Advisory Board of the Wharton School and is a TIAA Institute Fellow. She is also an Associate Investigator for the ARC Centre of Excellence in Population Ageing Research (CEPAR) in Australia. Dr. Agnew was the inaugural Director of the Boehly Center for Excellence in Finance from 2014 to 2016 and returned in 2023 as the Executive Faculty Director. She has blogged for the Wall Street Journal Experts Panel and Forbes and worked on projects with funding totaling over one million dollars from several competitive research grants. In 1991, Dr. Agnew earned a B.A. degree in Economics and a minor in Mathematics from the College of William and Mary. She spent the next year as a Fulbright Scholar to Singapore, where she co-authored a book examining strategic business opportunities in Asia. She received a Ph.D. in Finance from Boston College in 2001 and was a Senior Visiting Fellow at UNSW in Sydney, Australia in 2012. Prior to pursuing her doctorate, she worked as an Analyst in investment banking for Salomon Brothers in New York City and as an Equity Research Associate for Vector Securities International in Chicago.

Before joining the Boehly Center, Becky served as an Academic Support Services Specialist for the Mason School of Business, where she provided essential day-to-day support to over 60 faculty members, managed procurement and travel logistics, and led special projects that enhanced faculty operations and student services. Her career also includes roles in executive support, office management, and community outreach across corporate and higher education settings.

Becky’s strengths lie in building efficient processes, fostering meaningful connections, and bringing clarity to complex operations—all with a student-first mindset. She’s excited to support the Boehly Center’s mission by coordinating events, strengthening alumni and corporate partnerships, and helping students explore and pursue careers in finance.

Known for her thoughtful approach and collaborative style, Becky is passionate about student engagement and making every interaction count. Whether she’s troubleshooting a logistical challenge or cheering students on in their career journeys, she’s all in!

From admissions to graduation, and everything in between, Susan has been a key contributor to student success for the past twelve years. Most recently, Susan was the Associate Director of Academic Services for the Undergraduate Business Program where she served as a major advisor, guiding William & Mary business majors and minors throughout their academic journey.

Before joining William & Mary in 2008, Susan spent the first half of her career in recruiting and business development, where she honed her skills in connecting talent with opportunities and building professional networks. This experience allows her to advise students not just on their academic choices, but also on career development, job searches, and industry-specific insights.

In this new role, Susan is particularly excited to work with students pursuing careers in the financial industry. She is dedicated to connecting students with alumni and professionals, offering insights into the industry, and providing resources that help students prepare for the next steps in their careers.

With a sign in her office that reads “Fixer of All Things,” Susan continues to embody her role as a problem-solver and student advocate. She strives to create a supportive environment where students can explore their interests, grow their professional networks, and excel in the financial industry!