Meet our People

Our staff is the heart of our company—they bring deep expertise and commitment to every client relationship. Many have worked for nonprofit organizations, are active volunteers and board members, and serve in leadership roles within the gift planning community.

Our Senior Management Team

Each member of the senior management team brings more than 15 years of leadership in a variety of fields, including gift planning, investments, financial services, and technology.

Ali Iqbal headshot

President

Ali is responsible for developing and overseeing the execution of TIAA Kaspick’s strategy. He has served in several management roles at TIAA, including leading product management and strategy for education savings, health savings, and life insurance. Ali joined TIAA in 2015 as head of finance for the office of business effectiveness before being named head of finance for the TIAA financial services product organization. Prior to joining TIAA, Ali held a variety of roles with UBS Financial Services in both London and New Jersey. He received a B.Sc. in Economics and Accountancy from City University, London, and is an Associate Chartered Management Accountant.

Abigail Mason headshot

Chief Investment Officer

Abigail oversees the team of nine investment professionals that is responsible for setting our investment strategy, establishing portfolio asset allocations, selecting and monitoring managers, and consulting with clients. Prior to joining TIAA Kaspick in 1995, Abigail was a managing director at Cambridge Associates, where for eight years, she advised nonprofit organizations on the investment and oversight of their endowments. Abigail is a director of the Boston Lyric Opera, a director of the Friends of the Public Garden, and a trustee emerita of Norwich University where she serves on the investment committee. She has an AB in Economics and an MBA with distinction from Harvard University.

Dave Libengood headshot

Chief Client Relationship Officer

Dave oversees our relationship management, planned gift technical consulting, and new client transitions teams. Prior to joining TIAA Kaspick in 2001, he was responsible for gift planning, trust and bequest administration, and the investment of life income gifts at The First Church of Christ, Scientist. Dave has fulfilled a number of leadership roles in service to the profession including Vice President, Governance and Secretary of the American Council on Gift Annuities (ACGA), chair of the ACGA’s Rates Committee, and President of the Planned Giving Group of New England. Dave graduated with high honors from the American Bankers Association’s National Graduate Trust School. He holds an MBA with distinction and a Bachelors of Music Performance degree from The University of Michigan.

Joseph Gerharz headshot

Chief Financial Officer

Joey oversees our financial operations to ensure that TIAA Kaspick is financially positioned to serve our clients’ needs. Prior to joining TIAA Kaspick in 2009, Joey worked as a finance partner with sales, customer service, and human relations in a variety of business planning and analysis roles in the nonprofit, social service, automotive, pharmaceutical and medical device, telecommunications, and financial services industries. They have an AB in Sociology from the University of Chicago, an MS in Accounting from the University of Illinois-Chicago, and they earned a CPA and CGMA. Joey has served as an active volunteer for various Volunteer Income Tax Associations (VITAs) and community development corporations, and Wordnik, a nonprofit organization that maintains one of the world’s largest dictionary data sets.

Vic Amato headshot

Senior Director, Business Development

Vic oversees the business development function at TIAA Kaspick. Prior to joining the firm in 2009, Vic served as Vice President of New Business Development at TIAA Trust Company, FSB. He has over 20 years of experience in planned giving and endowment sales. Vic earned his MBA and BS in Business Administration from St. Louis University.

Rob Spivey headshot

Senior Director, Technology, Operations, and Reporting

Robert oversees application development, networking and infrastructure support, trading and custodial operations, and the production of investment performance, accounting, donor/beneficiary, and program oversight reports. He joined TIAA Kaspick in 1998 following the completion of his MBA from Indiana University. Prior to assuming his current role in 2020, Robert served as a reporting analyst, project manager/business analyst, and director of reporting. He holds a BS in Finance from Indiana University and spent three years working in management information systems for the U.S. Olympic Committee.

Akadius Berry headshot

Senior Director, Marketing & Enterprise Analytics

Akadius oversees TIAA Kaspick's marketing, analytics, and client communications teams. Before joining TIAA Kaspick in 2023, he was Head of Global Demand Marketing at General Electric Digital. Akadius' experience includes marketing roles with Charter Communications, Corning, Inc., Time Warner Cable, Toshiba, IBM, JPMorgan Chase & Company, and FedEx. He received his MBA from Tennessee State University and BBA from Howard University. Akadius has served as board chair and trustee for several nonprofits and organizations, including serving as a commissioner for the Charlotte-Mecklenburg Historic Landmarks Commission.

Every day we are motivated by a desire to deliver expert services that advance the missions of our clients.