Our Senior Management Team
Each member of the senior management team brings more than 20 years of leadership in a variety of fields, including gift planning, investments, and financial services.
Sarah is responsible for developing and overseeing the execution of TIAA Kaspick’s strategy. She reports to the Chief Operating Officer of TIAA. Sarah became President of TIAA Kaspick after serving as Chief Operating Office for nine years. Prior to joining TIAA Kaspick, Sarah led service and operations organizations and manager a number of large infrastructure projects and firm-wide initiatives for Charles Schwab & Co., Inc. She has a BA in English from the University of California, Berkeley.
Abigail oversees the team of 15 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 former trustee 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 oversees our relationship management, planned gift technical consulting, marketing and client communications, 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.
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. He has an AB in Sociology from the University of Chicago, an MS in Accounting from the University of Illinois-Chicago, and he 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 the world’s largest dictionary.
Vic oversees the business development function at TIAA Kaspick. In this role, he oversees all RFP responses and new business proposals along with any business development meetings. He also bears primary responsibility for pricing our services. Prior to joining the firm in 2009, Vic served as Vice President of New Business Development at TIAA Trust Company, FSB. He has over 30 years of experience in the financial services industry, including serving as Vice President and Master Trust Unit Manager for BT Retirement Services, Inc., a subsidiary of Bankers Trust Company, and working at Boatmen’s Trust Company as a trust administrator. Vic earned his MBA and BS in Business Administration from St. Louis University.
Angelique manages our client account managers, trust administrations, and gift operations specialists. Working with clients, her team oversees a variety of operational and technical processes related to the administration of gifts. Prior to joining TIAA Kaspick in 2010, Angelique was Product Director of Endowments and Foundations at SEI. She has a Master of Taxation from Villanova University and an MBA in Finance and a BS in Accounting from Drexel University. Angelique has served as board chair and trustee for several nonprofit organizations, including Northern Children’s Services and Rebuilding Together, Philadelphia.
Robert oversees application development, networking and infrastructure support, trust accounting 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.