Por favor, tente outra pesquisa
Nome | Título | Desde | Até |
---|---|---|---|
Michael DePalma | Senior Managing Director, Co-Head of Global Fixed Income Team | 2023 | Agora |
Biografia | n/a | ||
Thomas Musmanno, CFA | Senior Managing Director | 2023 | Agora |
Biografia | Tom joined MacKay Shields in April 2021 and currently serves as the Chief Operating Officer of MacKay’s non-Municipal fixed income business. In addition, Tom is a Portfolio Manager on the Global Fixed Income team. Prior to joining MacKay, he previously worked for more than twenty years at Blackrock where he was responsible for their $75 billion plus Short Duration strategies and worked closely with the multi sector teams. He also served as a Portfolio Manager within the Global Fixed Income division at Merrill Lynch Investment Managers prior to it being acquired by BlackRock in 2006. Tom earned his B.S. in Finance from Siena College and his MBA in Finance from St. John’s University and is a CFA charterholder. His career in the investment management industry began in 1991. | ||
Lesya Paisley | Director | 2022 | Agora |
Biografia | Lesya Paisley, CFA is a Portfolio Manager on the Global Fixed Income team. She is responsible for managing Multi-Sector strategies at MacKay Shields. Prior to joining MacKay Shields, Lesya served as Investment Director and ESG Portfolio Manager, North America at Aberdeen Standard Investments. She was responsible for managing US dollar strategies including Credit, Corporates, and Core/Core+ strategies and was instrumental in the firm’s ESG policy and product development including Sustainable and Responsible Investment and Climate Transition Fund. Before Aberdeen, she worked at Deutsche Asset Management as a Credit Research Analyst. Combined, Lesya spent well over a decade in Credit Research covering a variety of sectors including Emerging Markets, High Yield, Investment Grade, and Municipals. Lesya is a CFA charterholder and earned a BSc degree in Finance and Accounting from the University of Virginia, McIntire School of Commerce. She has been in the investment industry since 2003. | ||
Neil Moriarty | Senior Managing Director , Co-Head of Global Fixed Income Team | 2018 | Agora |
Biografia | N/A | ||
Shu-Yang Tan | Portfolio Manager | 2018 | Agora |
Biografia | Shu-Yang Tan, CFA, is a Senior Portfolio Manager on the Global Credit team. He is part of the leadership team responsible for managing corporate credit across the group’s portfolios and is also a member of the Investment Policy and Credit Committees. In addition to managing portfolios, Shu-Yang also leads the ESG (Environmental, Social and Governance) investment efforts within the team and is responsible for its implementation. He is also charged with oversight of the team’s trading function. Prior to joining MacKay Shields, Shu-Yang spent 15 years as an Analyst, Trader, Senior Credit Portfolio Manager and Head of Credit Research with the Corporate Credit and Emerging Market Debt teams at UBS Asset Management. Before UBS, he was a Structured Product analyst with Eaton Vance and a Treasury Analyst at Wells Fargo Bank. Shu-Yang is a CFA charter holder and earned a BSc degree in Computer Science from York University in Toronto, and an MBA from Berkeley Haas at the University of California. | ||
Matthew Jacob | Managing Director | 2018 | Agora |
Biografia | Matt is a Senior Portfolio Manager and part of the Global Credit leadership responsible for the group’s portfolios across corporate investment grade, high yield and bank loan strategies. He is also a member of the Investment Policy Committee and Co-Chair of the Credit Committee. He joined the firm as a Portfolio Analyst for the Global Fixed Income team in February 2011. He came to MacKay from KDI Capital Partners where he was an Equity Sector Leader for the firm’s fundamental research efforts in the core consumer sector. Prior to KDI, Matt worked at Buckingham Research Group and Johnson Rice & Company, LLC, where he gained extensive experience in equity sales and research. Matt received his MBA with a concentration in Finance from Tulane University, Freeman School of Business in 2006 and a BS in Finance with a specialization in Internal Audit from Louisiana State University in 2001. He has been in the investment research industry since 2002. | ||
Stephen R. Cianci | Senior Vice President, Senior Portfolio Manager, Analyst | 2018 | 2023 |
Biografia | Steve Cianci, CFA, is Co-Head of the Global Fixed Income team and a Senior Portfolio Manager. Steve is responsible for managing all Multi-Sector and related strategies and in addition, he is responsible for strategic initiatives as the team’s business head. Prior to joining MacKay Shields in January 2018, he was with Aberdeen for 7 years where his responsibilities included Head of US Core Plus and Opportunistic fixed income on the North American Fixed Income team. Before joining with Aberdeen, Steve worked as Co-Head of Core and Core Plus fixed income strategies, lead portfolio manager for Short Duration products and the Head of Structured Products at Logan Circle Partners. Previously, he held similar roles as a Senior Vice President and Senior Portfolio Manager at Delaware Investments. He is an adjunct professor of finance and a member of the Business Advisory Council at Widener University. Steve graduated with a MBA and BA from Widener University and is a CFA charterholder. He has been working in the investment industry since 1992. | ||
Joseph Cantwell | Portfolio Manager | 2018 | 2021 |
Biografia | Joe joined MacKay Shields in August 2013 as a Director within the Global Fixed Income Team. Prior to joining MacKay, Joe worked at Goldman Sachs Asset Management for three years as a High Yield Analyst and also had portfolio management responsibilities for the corporate allocation of the Strategic Income strategy. From 2007 to 2010, he worked as a Research Analyst for Silvermine Capital where his primary focus was bank loans. Earlier in his career, he worked at Morgan Stanley as a Credit Analyst. Joe received a BA in Spanish from Georgetown University and his MBA from Columbia Business School. He has been in the financial services industry since 2002. | ||
Dan C. Roberts | Executive Managing Director, Chief Investment Officer and Head of Global Fi | 2009 | 2020 |
Biografia | Dan C. Roberts is an Executive Managing Director, Head of the Global Fixed Income Group and its Chief Investment Officer. His responsibilities include spearheading macro-economic research, managing portfolios that utilize asset allocation and chairing GFI’s Investment Policy Committee (IPC). Directing the IPC is Dan’s most important investment responsibility as this Committee is the foundation of the GFI team-based approach to managing portfolios. It sets all portfolio strategy within the context of the team’s macro view and monitors compliance with its decisions. No significant positions are taken in any portfolio without the approval of the IPC. The IPC’s voting members are GFI’s four most senior investment professionals, who have worked together for nearly two decades. Dan joined MacKay Shields in 2004 when the firm acquired the fixed income business of Pareto Partners, where he had served as Chief Investment Officer. Dan first began assembling his team in 1989, when he was appointed head of fixed income at UBS Asset Management. In 1997 the team joined Forstmann-Leff International and was subsequently purchased by Pareto Partners in 2000. Prior to UBS, Dan worked at Chase Manhattan Bank, initially as a Financial Economist before being named head of Global Interest Rate and Currency Swaps Trading. Before joining the private sector, Dan served at The White House with the President’s Council of Economic Advisors from 1981 to 1983, was the Chief of Staff of the U.S. Congress’ Joint Economic Committee from 1984 to 1985 and was an economist at the U.S. Securities and Exchange Commission from 1977 to 1978. Dan holds a BBA and a PhD from University of Iowa. He has been working in the investment industry since 1977. | ||
Louis N. Cohen | Managing Director | 2009 | 2018 |
Biografia | Louis N. Cohen, CFA, is a Senior Managing Director and Senior Portfolio Manager for the Global Fixed Income Team. Lou joined MacKay Shields in 2004 and is a voting member of the Global Fixed Income Investment Policy Committee. His duties include being the lead portfolio manager for portfolios utilizing asset allocation strategies such as Core/Core Plus. In addition to managing Core Plus portfolios, Lou also manages leveraged loans and oversees all dedicated corporate portfolios. Lou has been with Dan Robert’s team since 1991 when he joined UBS Asset Management as a Core/Core Plus portfolio manager, where he also served as Director of Research and co-chaired the Credit Committee. Lou’s extensive credit experience began at Bankers Trust in 1978 in that firm’s Commercial Banking Department. In 1981, he moved to Kidder Peabody as a fixed income Credit Analyst. Prior to joining Dan at UBS Asset Management, he also served as a fixed income credit manager at several notable Wall Street firms, including Shearson, Drexel Burnham Lambert and Paine Webber. Lou received his BA and MBA from New York University and is a CFA charterholder. He is past President of the Capital Markets Credit Analyst Society and a member of the New York Society of Security Analysts. He has been working in the investment industry since 1978. |
Quer mesmo bloquear %USER_NAME%?
Se o fizer, não poderá consultar as mensagens de %USER_NAME% e vice versa em Investing.com.
Adicionou %USER_NAME% com sucesso à sua Lista de Bloqueios
Uma vez que acabou de desbloquear esta pessoa, deve aguardar 48 horas antes de bloqueá-la novamente.
Diga-nos o que achou deste comentário
Obrigado!
Seu comentário foi enviado aos moderadores para revisão