Niladri 'Neel' Mukherjee

CIO at TIAA Wealth Management

Speaker

Niladri ‘Neel’ Mukherjee is currently a Senior Managing Director and Chief Investment Officer for TIAA Wealth Management. He is responsible for managing all aspects of the investment process from investment strategy, due diligence, portfolio management, equites, and fixed income solutions. Previously, he served as a Managing Director and Head of Portfolio Strategy for the Chief Investment Office (CIO) within Bank of America supporting Merrill Lynch Wealth Management and the Private Bank. In this role, he was responsible for setting macro-economic, investment/ portfolio strategy and tactical asset allocation guidance for all wealth management lines of businesses, impacting roughly $2 trillion of assets under management. He was a voting member of the Investment Strategy Committee (ISC) and the Investment Oversight Committee; co- headed the working group that set equity strategy recommendations; and a leader within the Operating Committee for the Investment Solutions Group comprising all product/platform teams and CIO. Niladri’s responsibilities also included delivering top of the house investment guidance and market insights to clients, advisors and various specialist teams through regular thought-leadership reports, national calls and conferences and has appeared on media outlets such as CNBC, Bloomberg, and Yahoo Finance. He had previously held leadership positions such as Director of Portfolio Strategy for the Private Banking and Investment Management group, Merrill’s ultra-high net- worth business and Head Strategist for the Western Division. Prior to his 16-year tenure at Bank of America/Merrill, he was a portfolio manager for a long/short hedge fund and large cap mutual fund at Dover Management. He has also worked at KPMG LLP’s Financial Services group in New York and at New Delhi-based Infrastructure Professionals Enterprise, where he advised government agencies on issues related to urban infrastructure development, financial restructuring, and policy formulation. Niladri earned his M.B.A degree in Finance from New York University’s Stern School of Business and a B.S. degree in Physics from St. Stephen’s College, Delhi. He serves on the Advisory Board of the Stevens School of Business at Stevens Institute of Technology in New Jersey