Princeton, NJ, United States of America

Anne Lester Trevisan

This inventor holds 2 USPTO granted patents and 1 published patent application. Top assignee: Jpmorgan Chase Bank, N.a.. Active years: 2013-2019.

IDiyas Innovation Intelligence. (2026). Inventor Profile: Anne Lester Trevisan. Retrieved from https://idiyas.com/inventor/anne-lester-trevisan

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

Calculating rank
USPTO Granted Patents = 2 

% Patents Active = 100.0

Average Co-Inventor Count = 6.5

ph-index = 1


Company Filing History:


Years Active: 2013-2019

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2 patents (USPTO):Explore Patents

Title: Anne Lester Trevisan: Innovator in Financial Technology

Introduction

Anne Lester Trevisan is a prominent inventor based in Princeton, NJ (US). She has made significant contributions to the field of financial technology, particularly in asset allocation and retirement planning. With a total of 2 patents, her work has garnered attention for its innovative approaches to managing retirement funds.

Latest Patents

Trevisan's latest patents include a "System and method for dynamically adapting asset allocation and withdrawal rates." This invention discloses methods and systems for generating a recommended retirement profile for retirees. The process involves receiving an indication to generate a recommended retirement profile, identifying a plurality of decumulation parameters, and computing a utility function based on these parameters. The recommended retirement profile is then generated based on the computed utility function.

Another notable patent is the "Method and system for evaluating target date funds." This invention concerns systems, methods, and apparatus wherein a computer receives information about a group of target date funds from a database. The information includes details about the glide path and target retirement date of each fund. The system determines a diversification level and equity ratio for each target date fund, ultimately outputting a summary for user review.

Career Highlights

Anne Lester Trevisan is currently employed at J.P. Morgan Chase Bank, N.A., where she applies her expertise in financial technology. Her work focuses on developing innovative solutions that enhance the management of retirement assets.

Collaborations

Some of her notable coworkers include Lynn A. Avitabile and Abdullah Z. Sheikh, who contribute to the collaborative environment at J.P. Morgan Chase Bank.

Conclusion

Anne Lester Trevisan stands out as an influential inventor in the financial technology sector. Her patents reflect her commitment to improving retirement planning and asset management. Through her work, she continues to shape the future of financial services.

Profile summary based on public USPTO records.
Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]
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