TIAA Names Colbert Narcisse as Head of Wealth Management

Group delivers personalized advice that can help build clients’ financial confidence and lifelong financial wellness

New York, March 11, 2019 – TIAA, a leading financial services provider, announced today that Colbert Narcisse will join the company as Senior Managing Director and Head of Wealth Management. Narcisse will report to Blake Wilson, chairman and CEO of TIAA Bank, and head of TIAA’s consumer businesses, and will be based at TIAA’s New York headquarters.
Narcisse will manage TIAA’s wealth management business and will lead an integrated team charged with delivering differentiated products and services and personalized financial advice to TIAA customers.
“As a highly accomplished leader with a breadth of knowledge and experience in wealth management, Colbert will play an essential role in ensuring our individual advice offerings integrate with our broader enterprise capabilities and provide innovative and tailored solutions to our clients, wherever they are on their financial journey, all in pursuit of building lifelong financial wellness,” said Wilson.
Prior to joining TIAA, Narcisse served as Managing Director and the Head of International Wealth Management at Morgan Stanley where he was responsible for development and implementation of the firm’s wealth management offerings for non-resident clients, including high-net worth individuals, family offices, pension funds and endowments. He also served as Head of Product Strategy and Development and Head of Traditional and Alternative Investment Products for Morgan Stanley Global Wealth Management. Earlier, Narcisse spent more than 17 years in both investment banking and wealth management at Merrill Lynch. He started his career as a Bank Examiner with the Federal Reserve Bank of New York.
“I am proud to join such a distinguished company,” said Narcisse. “I look forward to bringing my expertise and passion to lead an extraordinary team that helps TIAA’s customers enjoy the financial security and freedom they so greatly deserve.”
Narcisse earned his undergraduate degree in finance from New York University and a Masters of Business Administration from Harvard Business School.

About TIAA

With an award-winning1 track record for consistent investment performance, TIAA (TIAA.org) is the leading provider of financial services in the academic, research, medical, cultural and government fields. TIAA has nearly $1 trillion in assets under management (as of 12/31/20182) and offers a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Press contact

Elizabeth Anderson
media@tiaa.org
888-200-4062
1 The Lipper Mixed-Assets Large Fund Award is given to the group with the lowest average decile ranking of three years’ Consistent Return for eligible funds over the three-year period ended 11/30/15 (against 39 fund families), 11/30/16 (36), 11/30/17 (35) and 11/30/18 (35). Note this award pertains to mixed-assets mutual funds within the TIAA-CREF group of mutual funds; other funds distributed by Nuveen Securities were not included. From Thomson Reuters Lipper Awards, ©2019 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. Certain funds have fee waivers in effect. Without such waivers ratings could be lower. Past performance does not guarantee future results. For current performance, rankings and prospectuses, please visit the Research and Performance section on TIAA.org. The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA CREF Investment Management, LLC. TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products.
2 Based on $970 billion of assets under management across Nuveen Investments affiliates and TIAA investment management teams as of 12/31/18.