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Lindy is responsible for developing and overseeing the development and execution of the firm's strategy. She reports to the EVP, Institutional Investment Products of TIAA. Lindy joined Kaspick & Company from Northern Trust in 2011, where she was Region President in Northern California responsible for managing their wealth management business, which included investment management, private and business banking, trust and estate planning, and financial consulting. Prior to Northern Trust, Lindy held senior management positions at U.S. Trust Company, Schwab Institutional, and Citibank. Lindy is currently on the executive committee of the Menlo Charity Horse Show and has been involved historically with Vista Center for the Visually Impaired, the Red Cross, and the San Jose Ballet. She holds a BA from the University of California, Santa Barbara.