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Nome | Título | Desde | Até |
---|---|---|---|
Amit Soni | Director | 2016 | Agora |
Biografia | Amit Soni joined New York Life Investments in 2013 as a Senior Associate in the Strategic Asset Allocation and Solutions Group. Mr. Soni focuses on quantitative and macro-economic investment research and portfolio management for the funds managed by the team. Prior to joining New York Life Investments, he worked as an Investment Associate in the Global Asset Allocation group at Putnam Investments. He holds a Master’s degree from the Massachusetts Institute of Technology in Computation for Design and Optimization and a Bachelors degree from the Indian Institute of Technology Kanpur (India) in Mechanical Engineering. He holds the CFA® designation and has been in the investment industry since 2008. | ||
Poul Kristensen | Managing Director | 2013 | Agora |
Biografia | Poul Kristensen joined New York Life Investments in 2011 as a Director in the Multi-Asset Solutions Group. Mr. Kristensen is currently a Managing Director and focuses on global macroeconomic trends and investment strategy. Prior to joining New York Life Investments, he worked as a senior investment strategist for Danske Bank where he advised major pension funds on asset allocation. Mr. Kristensen holds a Master’s degree in economics from Asrhus University in Denmark, is a CFA charterholder and is also certified in quantitative finance (CQF designation). | ||
Jae S. Yoon | Senior Managing Director | 2011 | Agora |
Biografia | Jae Yoon, CFA. From 2005-2009, Mr. Yoon was employed by New York Life Investments where he led the Investment Consulting Group. In 2009, Mr. Yoon joined MacKay Shields LLC as a Senior Managing Director responsible for Risk Management. In his role at MacKay Shields, Mr. Yoon worked side-by-side with the portfolio managers directly enhancing the risk management processes across all portfolios. In January 2011, Mr. Yoon re-joined New York Life Investments and leads the Investment Consulting Group. Mr. Yoon obtained a B.S. and a Masters degree from Cornell University and attended New York University’s Stern School of Business MBA program. He earned his Chartered Financial Analyst designation in 1998 and has been in the investment industry since 1991. | ||
Jonathan B. Swaney | Managing Director | 2005 | Agora |
Biografia | Jonathan Swaney was an employee of New York Life Investments from 1997-2009 and was responsible both for managing quantitative equity portfolios and performing research at New York Life Investments’ Equity Investors Group. Also within New York Life Investments, Mr. Swaney previously worked with the Investment Consulting Group and was a portfolio manager with the Quantitative Strategies unit. In 2009, Mr. Swaney joined Madison Square Investors LLC, an indirect, wholly-owned subsidiary of New York Life. While at Madison Square Investors LLC, Mr. Swaney was responsible both for managing quantitative equity portfolios and performing research. In January 2011, Mr. Swaney re-joined New York Life Investments as part of the Investment Consulting Group. Mr. Swaney began his career in financil services working on the fixed income desk at the Vanguard Group after earned his B.A. in Political Science from The College of William & Mary in 1991. He also spent several years with a hedge fund of funds before coming to New York Life Investments in 1997. | ||
Tony H. Elavia | Senior Managing Director | 2005 | 2010 |
Biografia | Elavia is a senior managing director at NYLIM, and also is chief investment officer of NYLIM Equity Investors Group. Prior to joining NYLIM in 2004, Elavia spent five years as a managing director and senior portfolio manager of the large cap growth team of Putnam Investments in Boston, Massachusetts. | ||
Devon McCormick | Member | 2005 | 2007 |
Biografia | Prior to joining NYLIM, he was associated with Bankers Trust/Deutsche Bank, Smith Barney and at Morgan Stanley. Mr McCormick received his B.A. in Philosophy from Vassar College and was awarded his CFA designation in 2000. |
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