2015 Insurance Executive Conference

Managing Director, Product and Portfolio Solutions
Kevin O’Leary is the head of Product & Portfolio Solutions for both the Individual Advisory Services business and the Trust Company at TIAA-CREF. He is responsible for translating client need into the strategic direction of the individual product solution set; harnessing subject matter expertise to help captive advisors and RIAs implement integrated solutions with their clients; and managing the portfolio management for complex clients leveraging Trust Company services. Kevin is also responsible for business development and investment management for the firm’s endowment business. Prior to joining TIAA-CREF, Kevin held multiple leadership positions at Bank of America including serving as head of national sales strategy for the Private Bank and the Alternative Investments business. Prior to that, Kevin was a financial advisor at Merrill Lynch Private Client Group and UBS Wealth Management helping individuals, families and small businesses prioritize, plan for and accomplish their individual goals. Kevin lives in Boston with his wife KC and two children. He is a graduate of Boston College and served as an officer in U.S. Navy.