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TIAA Taps New Executive to Head Wealth Distribution Unit

Service Providers

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 J.P. Morgan Chase and made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.  

Meanwhile, TIAA 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.

According to the firm’s announcement, TIAA plans to engage more clients with its wealth management services that emphasize comprehensive financial planning.