Mr. Streiff is President of TFS Resources where he uses his 30 years of experience to assist financial service firms in adapting and thriving in today’s investment environment. Mr. Streiff has the unusual background of working in Wealth Management, Asset Management, Insurance, and Investment Banking. Most recently Tom was a Senior Managing Director and Head of Retirement Income Products and Distribution for TIAA-CREF & Nuveen. Prior to joining TIAA, Tom spent 6 years as an Executive Vice President and Head of Retirement Solutions for PIMCO. Prior to PIMCO Tom was a Managing Director at UBS where he spent time as Head of Insurance Sector Relationships in the Investment Bank and Head of Investment Solutions at UBS Wealth Management.
Tom is a member of the Advisory Board of Vestigo Ventures (Fintech) and an immediate past member of the Board of Directors of the Insured Retirement Institute (IRI). Additionally he has been a frequent speaker at industry conferences including the National Endowment for Financial Education (NEFE), American Institute of Certified Public Accountants (AICPA), Insured Retirement Institute (IRI), Retirement Income Industry Association (RIIA). Tom has written over 100 articles for the financial trade press and co-authored 3 books.
Tom is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant and holds a bachelor’s of science in Nuclear & Mechanical Engineering from University of Utah and a master’s in business administration from Pepperdine University.
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.