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Bill Shipman

Financial and Social Security Expert

    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.  United States Senator Sam Brownback named Shipman his Special Advisor on Social Security reform for the Brownback for President campaign.  He was invited by the government of the Russian Federation to be a member of its Supervisory Council for the Institute for Social Insurance Development. And the Ministry of Labour and Social Security of the People's Republic of China 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, consulting and investment management.  He was a principal of State Street Global Advisors, a Trustee of the SSgA Funds, a founding partner of  H. C. Wainwright Co., Economics, and a general partner of H.C. Wainwright & Co.  He serves on the Board of Directors of The Institute for Research on the Economics of Taxation, Washington, DC.  Mr. Shipman received his degree in psychology from Syracuse University.  A student of the martial arts, Mr. Shipman holds a 3rd degree black belt in Kempo Karate.

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