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.
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.