Tara Latini Selected By TIAA To Head Wealth Distribution

Additional leaders named to key roles in Wealth unit

Tara Latini

New York, Feb. 15, 2023 – TIAA has named Tara Latini to serve as Executive Vice President and Head of Wealth Distribution for the firm’s Wealth Management business. The financial services executive, whose career has spanned more than three decades, will be responsible for leading the client-facing wealth management team.

Latini is the former Head of Wealth & Personal Banking for HSBC USA in New York. Prior to her role in the U.S., Latini served as the bank’s Country Head of Wealth & Personal Banking in Malaysia and as Global Transformation Program Director based in London. She also has served as a regional Chief Operating Officer.

Earlier in her career Latini held various roles at JPMorgan Chase. Latini made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.

Latini is joining TIAA, the #1 not-for-profit retirement market provider, as the firm plans to engage more clients with its wealth management services that emphasize comprehensive financial planning.

TIAA has also named two other senior leaders who will join the Wealth Management business:

• Rich Immesberger was named Senior Managing Director, President & Chief Executive Officer of TIAA Trust, and the Chief Fiduciary Officer. Immesberger is the former President of Pacific Premier Trust.
• Niladri “Neel” Mukherjee was named the Chief Investment Officer for Wealth Management. Prior to his new role, Mukherjee served as the Head of Portfolio Strategy in the Chief Investment Office of Bank of America for more than five years.

These executives join an experienced core of TIAA Wealth Management leaders and teams of associates focused on helping clients prepare for retirement and reach their financial goals.

About TIAA

TIAA is a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions. It is the #1 not-for-profit retirement market provider^[1], paid more than $6.4 billion in lifetime income to retired clients in 2021 and has $1.2 trillion in assets under management (as of 9/30/2022).^[2]