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Deals and People May 12, 2011
TIAA-CREF Announces New Leadership at Kaspick
May 12, 2011 (PLANSPONSOR.com) - TIAA-CREF today announced the appointment of Lindy Sherwood as managing director and president of Kaspick & Company.
Reported by PLANSPONSOR staff
Kaspick is TIAA-CREF’s wholly-owned investment management firm that specializes in planned gift assets and mid-size endowments. Sherwood will start on May 23 and report to Gene Flood, TIAA-CREF’s executive vice president of Diversified Financial Services, according to the announcement.
Sherwood is replacing Michael Kahn, who has been appointed managing director, corporate strategy and development at TIAA-CREF, a newly-created position. She joins from Northern Trust, where she managed a private client wealth management region for Northern California. In that capacity, she oversaw investment management, private and business banking, trust and estate planning and financial consulting services.
Prior to that, Sherwood held leadership roles at U.S. Trust, Charles Schwab and Citicorp and has accumulated more than 30 years of experience in financial services, according to the announcement.
Gene Flood stated, “Lindy brings a wealth of experience and a proven track record of growing businesses in the financial services industry. Kaspick has seen strong momentum in the marketplace with several new client engagements including the Carnegie Foundation for the Advancement of Teaching. Lindy is the right leader to build on this success and take the business to its next phase of growth.”