Maliz Beams

Maliz Beams oversees all of TIAA-CREF’s areas responsible for individual client services, including the company’s Wealth Management Group; advice and planning; insurance, trust, brokerage and wealth product management; telephone counseling centers and participant services.  She will also serve as President of TIAA-CREF Individual & Institutional Services, LLC and as a member of the company’s Executive Management Team.  Prior to being named Executive Vice President, Ms. Beams was head of TIAA-CREF’s Wealth Management business, Individual Trust and Advice & Planning Services.

Ms. Beams joined TIAA-CREF in 2004 as head of TIAA-CREF’s Wealth Management Business, and Advice and Planning Services.  She has nearly 30 years experience within the financial services industry — in both domestic and international markets — specializing within Institutional, High Net Worth, and Retail markets. 

Prior to joining TIAA-CREF, Ms. Beams was a Partner and Managing Director of Zurich Scudder Investments, which managed over $450 billion in assets.  Ms. Beams served as President of Global Business Development for the Mutual Fund Group. 

In addition, Ms. Beams headed Scudder’s International Mutual Fund and offshore businesses in charge of Asia, Europe, Middle East, South America and the North America offshore business.  She also served as head of the U.S. Scudder Direct Retail Mutual Fund Business and CEO of the Scudder U.S. Brokerage Business.

Before joining Scudder, Ms. Beams served as Managing Director and Head of the Tax Exempt Institutional Asset Management Business and CEO of the Discount Brokerage Business of Fleet Investment Advisers, Fleet Financial Services, one of the top five financial services holding companies in the U.S. She also served as Head of Institutional and Retail Strategy & Marketing overseeing Institutional Asset Management, 401(k) Retirement, High Net Worth Asset Management, Private Banking and the Retail Investment businesses. 

Previously, she was Director of the Consumer Card Group at American Express and headed Citibank’s Retail Acquisition and Relationship Management business for Citibank New York Banking Division

Ms. Beams is a graduate of Boston College and the Columbia University Graduate School of Business with additional graduate work at Harvard University.