Our Senior Management Team
Each member of the senior management team brings more than 25 years of leadership in a variety of fields, including gift planning, investments, and financial services.
Kaspick & Company Board of Managers
Lindy is responsible for developing and overseeing the execution of the firm's strategy. She reports to the Chief Operating Officer of TIAA. Lindy joined Kaspick & Company from Northern Trust in 2011, where she was Region President in Northern California responsible for managing their wealth management business, which included private and business banking, trust and estate planning, and financial consulting. Prior to Northern Trust, Lindy held senior management positions at U.S. Trust Company, Schwab Institutional, and Citibank. Lindy is currently on the executive committee of the Menlo Charity Horse Show and an active volunteer for the Vista Center for the Visually Impaired. She holds a BA from the University of California, Santa Barbara.
Abigail oversees the team of 13 investment professionals that is responsible for setting our investment strategy, establishing portfolio asset allocations, selecting and monitoring managers, and consulting with clients. Prior to joining Kaspick & Company in 1995, Abigail was a managing director at Cambridge Associates, where for eight years, she advised nonprofit organizations on the investment and oversight of their endowments. Abigail is a director of the Boston Lyric Opera, a director of the Friends of the Public Garden, and a former trustee of Norwich University where she serves on the investment committee. She has an AB in Economics and an MBA with distinction from Harvard University.
Alan oversees our relationship management, technical consulting, business development, and marketing and client communications teams. He has played a strong role in developing our consulting support and client educational events as well as our website and reporting capabilities. Prior to joining Kaspick & Company in 1997, Alan was Manager of Gift Services for The First Church of Christ, Scientist. He has spoken on gift planning and investment topics at regional and national conferences. Alan is an honors graduate of the University of Texas at Austin in Finance and a graduate with high honors from the American Bankers Association's National Graduate Trust School. He is an active nonprofit volunteer and board member and is a past president of the Planned Giving Group of New England.
Sarah oversees our gift administration, trust operations, client reporting, tax reporting, and information technology teams. She joined Kaspick & Company in 2011 after 15 years at Charles Schwab & Co., Inc. where she led service and operations organizations and managed a number of large infrastructure projects and firm-wide initiatives. Prior to Schwab, Sarah was responsible for strategic planning and business analytics and reporting at Shaklee Corporation, Providian Financial Corporation, and Gnostic Concepts. She has a BA from the University of California, Berkeley with a major in English.
Prior to joining Kaspick & Company in 2009 as Senior Business Analyst, Joseph worked as a finance partner with sales, customer service, and human relations in a variety of business planning and analysis roles in the nonprofit, social service, automotive, pharmaceutical and medical device, telecommunications, and financial industries. He has an AB in Sociology from the University of Chicago, an MS in Accounting from the University of Illinois-Chicago, and he earned a CPA and CGMA. Joseph has served as an active volunteer for various Volunteer Income Tax Associations (VITAs) and community development corporations, and he has worked with Word, Inc., a nonprofit literary group.