Jimmy Huang is a financial advisor with TIAA-CREF in New York City and holds a Series 66 designation. He has 21 years of industry experience and has been with TIAA-CREF since 2011. Outside of his advisory role, he serves as the audit chairperson for the Buddhist Tzu Chi Foundation, a nonprofit humanitarian organization. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Daniel Soo is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with TIAA-CREF since 1994, working there for 32 years. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through TIAA‑administered employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers customized portfolio management through its Private Asset Management program and acts as adviser to the TIAA Donor Advised Fund.