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Vivian M. Tsai, CIMA®

A mom of two recent college graduates, Vivian has been a vocal advocate of saving early and often for loved ones’ educations through college savings programs. She has served in management and leadership roles with financial services organizations TIAA, BlackRock and Morgan Stanley, and has worked in San Francisco, Hong Kong, Taipei, Los Angeles and New York. Vivian is a Certified Investment Management Analyst and a Certified Private Wealth Advisor and has been the Chair of the College Savings Foundation since 2020. She received her Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania.