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Chief Investment Officer · TIAA Kaspick, LLC

Damon Whelchel

CRD 7894287 · Named on Form ADV at one SEC-registered adviser

At a glance

TIAA Kaspick, LLC, an SEC-registered asset manager based in Boston, MA with $8.7 billion in regulatory assets, lists Damon Whelchel on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • TIAA Kaspick, LLCChief Investment OfficerAsset manager · Boston, MA · $8.7B in regulatory assets

AtlasMembers

Damon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Damon on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Damon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.