Surya Kolluri named Head of TIAA Institute

Kolluri’s expertise in retirement and financial wellness will strengthen research that helps individuals, clients, consultants, regulators, lawmakers 

NEW YORK (September 29, 2022) – TIAA appointed Surya Kolluri to lead the TIAA Institute, overseeing the research and insight team’s work on enhancing lifelong financial security and organizational effectiveness in higher education and the broader nonprofit sector. Kolluri will amplify the Institute’s insights to better reach TIAA’s clients, consultants, regulators and lawmakers to inspire action, and will also expand on consulting services for institutions.  

Kolluri joins the TIAA Institute after serving as managing director for Bank of America’s Retirement Research and Insights team. His work included overseeing research about retirement, longevity and financial well-being. He also helped manage partnerships with prominent researchers at several institutions, such as the Harvard Kennedy School, Stanford Center on Longevity and MIT AgeLab.

“Surya is highly regarded for his insights about workplace wellness, overcoming retirement challenges and improving access to lifetime income,” said Thasunda Brown Duckett, President and CEO of TIAA. “His experience incorporating diversity, equity and inclusion into societal studies will add new dimensions to our research for our partners and clients.”

The TIAA Institute was established almost 25 years ago to promote TIAA’s commitment to scholarship, thought leadership and its unique and longstanding partnership with the higher education community.

“The TIAA Institute plays an important role in contributing to public discourse on critical issues, including retirement security issues for all age groups, genders and demographics,” Kolluri said. “The Institute’s research helps key stakeholders shape strategies and policies to find actionable ways of improving the retirement system to benefit everyone.”

Before heading up Bank of America’s Retirement Research and Insights division, Kolluri led the bank’s corporate strategy team for the global wealth and investment management business. Prior to that, he spent 14 years in corporate strategy consulting, serving Fortune 500 companies globally, first at A.T. Kearney and later at Bain & Co. 

He is active on the board of the Wharton Pension Research Council and advises the Wharton Social Impact Investing Initiative. Kolluri also serves on the board of the MA/NH Chapter of the U.S. Alzheimer’s Association.  He holds a bachelor’s degree in mechanical engineering from PSG College of Technology in India, a master’s in mechanical engineering from Drexel University and an MBA from The Wharton School at the University of Pennsylvania. 

Press contact: TIAA Media Relations P 888-200-4062 /

About the TIAA Institute 
The TIAA Institute helps advance the ways individuals and institutions plan for financial security and organizational effectiveness. The institute conducts in-depth research, provides access to a network of thought leaders, and enables those it serves to anticipate trends, plan future strategies and maximize opportunities for success. For more information about the TIAA Institute, visit

About TIAA
TIAA is a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions. It is the #1 not-for-profit retirement market provider, paid more than $6.4 billion in lifetime income to retired clients in 2021 and has nearly $1.2 trillion in assets under management (as of 6/30/2022). 

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