MacKay Shields

Industry: Company

Description

Founded: 1938 Parent organization: New York Life Investment Management Holdings LLC Subsidiaries: MacKay Shields Municipal Managers, MacKay Shields Credit Strategy Partners LPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportMacKay Shields LLCWebsiteDirections Saved (0) Saved Save Investment company in New York City, New York Located in: Solow Building CorporationAddress: 1345 6th Ave, New York, NY 10105 Phone: (212) 758-5400Website: : : : Category: Hours: : : Place name: : Website: http://www.mackayshields.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MacKay Shields LLC Posting publicly on the Web Write a review Reviews Be the first to review

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MacKay Shields Employees

Employee
Years
Job
Industry
Keith Dubauskas Keith Dubauskas West Palm Beach, Florida Area Details
Keith Dubauskas's MacKay Shields Experience 1989 - 1994
Job First Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James  2013 - Present
BMO Private Bank  2008 - 2013
Citi Private Bank  2006 - 2008
Wachovia Wealth Management  2001 - 2006
Merrill Lynch Investment Managers  1994 - 2001
MacKay Shields   1989 - 1994
Goldman Sachs  1987 - 1989

Skills
Portfolio Management, Wealth Management, Asset Allocation, Equities, Investments, Securities, Trading, Investment Strategies, Fixed Income, Alternative Investments, Investment Management, Wealth Management..., Investment Advisory, Financial Advisory, Asset Management, High Net Worth..., Financial Markets, Technical Analysis, Mutual Funds, Bonds, Bloomberg, Equity Research, Private Banking, Personal Financial..., Series 7, Series 63, Series 65, Tactical Asset..., Risk Management, Finance, Hedge Funds, ETFs, Hedging, Capital Markets

Education
New York University - Leonard N. Stern School of Business   1992 — 1997
MBA, Finance

Fairfield University   1983 — 1987
BS, Finance

Anton Z. Anton Z. Greater New York City Area Details
Anton Z.'s MacKay Shields Experience March 2013 - Present
Job Senior Virtualization Engineer; VCAP5DCA/DCD/DTA, VCP6NV, MSCE/MCITP
Industry Information Technology and Services
Experience
MacKay Shields   March 2013 - Present
VMware User Group  November 2011 - Present
EffectiveSoft  November 2009 - February 2013
Business Continuity International   September 2011 - January 2013
EffectiveSoft  November 2009 - December 2011
QService Ltd.   August 2008 - June 2009
Provizor Ltd.   November 2007 - August 2008

Skills
Windows, Virtualization, Windows Server, Windows Server 2003, Windows Server 2008, Hyper-V, VMware, Symantec, Acronis, Active Directory, DNS, DHCP, WINS, VPN, pfSense, Mikrotik, NexentaStor, Routing, VLAN, Wireless Networking, Help Desk Management, JIRA, Linux, Debian, Hardware Support, Desktop Support, Servers, Microsoft Exchange, VMware ESX, ESXi, VMware View, Veeam, VMware Infrastructure, System Administration, Storage, Data Center, Microsoft SQL Server

Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki   2006 — 2011
Bachelor, Computer Science

Linda Lillard Linda Lillard San Francisco, California Details
Linda Lillard's MacKay Shields Experience 1988 - 1990
Job
Industry Financial Services
Experience
Mellon Capital Management  February 2011 - Present
Mellon Capital  September 2008 - February 2011
Mellon Capital  May 2001 - September 2008
Capstan  April 2000 - May 2001
Banc America Securities LLC   April 1998 - April 2000
Nicholas Applegate  June 1994 - April 1998
Sybase  1992 - 1994
MacKay Shields   1988 - 1990

Skills
Project Management, Software Engineering, Server Architecture, Application Architecture, Software Project..., Architecture, Business Development, Integration, Leadership, Management, Market Data, Software Development

Education
Rutgers, The State University of New Jersey-Newark   1986 — 1990
Bachelor of Arts (B.A.)

Debra Lynn Wetmore Debra Lynn Wetmore Goshen, New York Details
Debra Lynn Wetmore's MacKay Shields Experience February 1993 - January 1998
Job Human Resource Assistant at Pep Boys
Industry Financial Services
Experience
Crystal Run Healthcare  June 2014 - Present
American Towman   September 2004 - September 2013
Orange-Ulster BOCES  October 2000 - June 2002
MacKay Shields   February 1993 - January 1998
Long-Term Credit Bank of Japan (Peers & Company)   September 1989 - February 1993
Wellington Management  October 1985 - August 1989
Merrill Lynch  September 1982 - September 1985
CBS Records  April 1978 - August 1982

Skills
Customer Service, Administrative...

Education
City University of New York   1981 — 1984
Business, English

Berkeley-Claremont Business School   1977 — 1978
Executive Secretarial

John W Akkerman CFA CAIA John W Akkerman CFA CAIA Greater New York City Area Details
John W Akkerman CFA CAIA's MacKay Shields Experience September 2012 - Present
Job MacKay Shields LLC Specialists in innovative fixed income solutions
Industry Financial Services
Experience
MacKay Shields   September 2012 - Present
AllianceBernstein  February 2011 - September 2012
AllianceBernstein  July 1996 - March 2011
AlllianceBernstein   1996 - 2010

Skills
Investments, Fixed Income

Education
CAIA   2010 — 2011
CAIA, Chartered Alternative Investment Analyst

AIMR   1992 — 1994
CFA, Chartered Financial Analyst

The University of Western Ontario   1985 — 1987
Master of Business Administration (MBA)

Saint Mary's University   1978 — 1982
B.Comm, Finance and Marketing

Greg Schellenberg Greg Schellenberg New York, New York Details
Greg Schellenberg's MacKay Shields Experience April 2012 - Present
Job Associate Director at MacKay Shields
Industry Information Technology and Services
Experience
MacKay Shields   April 2012 - Present
KKR  April 2008 - April 2012
Kohlberg Kravis Roberts   April 2008 - April 2012
Vontu  January 2000 - March 2008
JP Morgan  1997 - 2000
Sports Illustrated  1992 - 1997

Skills
Cisco, ITIL, Equities, Security, Linux, Virtualization, Splunk, DLP, Riverbed, RMS, MPLS, WAN Optimisation, LAN-WAN, Desktop Application..., Cisco Technologies, Network Security, Networking, Data Center, VMware, Microsoft Exchange, Servers, Enterprise Software, WAN, VPN, Disaster Recovery, Management

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
Masters, MPA, MIS, NPS

State University of New York at Albany   1988 — 1992
Bachelor of Science (B.S.), Finance and I.T.

Howard Geller Howard Geller Greater New York City Area Details
Howard Geller's MacKay Shields Experience 1996 - 2009
Job Strategic and Financial Analyst, Manager Research and Selection
Industry Investment Management
Experience
Hudson Peak Group LLC   2009 - Present
MacKay Shields   1996 - 2009
Wasserstein Perella Capital Management   1993 - 1996

Skills
Portfolio Management, Equities, Investments, Mutual Funds, Hedge Funds, Asset Management, Fixed Income, Investment Strategies, Strategic Planning, Valuation, Finance, Investment Management, Alternative Investments, Asset Allocation, Retirement Planning, Securities, Financial Services

Education
Fairleigh Dickinson University-Florham Campus
MBA, Finance

Rider University
BS, Finance

Dora Lisboa Dora Lisboa New York, New York Details
Dora Lisboa's MacKay Shields Experience May 2010 - May 2014
Job Administrative Associate
Industry Financial Services
Experience
Shenkman Capital Management  March 2015 - Present
Melody Capital Partners, LP  July 2014 - March 2015
MacKay Shields   May 2010 - May 2014
Tradeweb  2009 - 2010
INROADS  2007 - 2008

Skills
SatuitCRM, Microsoft Excel, Access, Fixed Income, Outlook, PowerPoint, Public Funds, Endowments, Foundations, Consultants, Research, Budgets, Bonds, Government Programs, Asset Allocation, Bloomberg Terminal, Asset Management, RFP Generation, Requests For Proposals, Bloomberg, Investment Management, Equities

Education
University of South Florida
Bachelor of Arts (B.A.), Business Administration and Marketing

Katie Dinneen (Roberts) Katie Dinneen (Roberts) Greenwich, Connecticut Details
Katie Dinneen (Roberts)'s MacKay Shields Experience April 2010 - June 2010
Job Research Analyst at SKY Harbor Capital Management, LLC
Industry Investment Management
Experience
SKY Harbor Capital Management, LLC  July 2012 - July 2014
University of Virginia Darden School of Business  August 2010 - May 2012
AXA Investment Managers  June 2011 - August 2011
MacKay Shields   April 2010 - June 2010
Cambridge Associates  June 2008 - April 2010
Cambridge Associates  June 2006 - May 2008

Skills
Fixed Income, Bloomberg, Portfolio Management, Investments, Due Diligence, Bonds, Emerging Markets, Credit Analysis, Securities, Risk Management, High Yield, Credit

Education
University of Virginia - Darden Graduate School of Business Administration   2010 — 2012
MBA

Colby College   2002 — 2006
BA, Math, Business

The Pingry School   1996 — 2002
High School

Jeremy Dowiak Jeremy Dowiak Greater New York City Area Details
Jeremy Dowiak's MacKay Shields Experience March 2013 - Present
Job Distribution at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields   March 2013 - Present
MacKay Shields   November 2012 - March 2013
Universal Lacrosse Company   July 2011 - August 2012
New York Life Insurance Company  June 2008 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Leadership, Sales

Education
University of Scranton   2007 — 2011
BS, Marketing

NYU School of Continuing and Professional Studies   2012 — 2013
Certificate - Human Capital Management

Winston S. Bragg Winston S. Bragg Greater New York City Area Details
Winston S. Bragg's MacKay Shields Experience December 1997 - March 2000
Job Vice President, Sales at NetJets
Industry Aviation & Aerospace
Experience
NetJets  April 2012 - Present
CitationAir by Cessna  March 2004 - March 2012
CitationAir by Cessna  June 2003 - March 2004
CitationAir by Cessna  December 2002 - June 2003
Ingram Aydelotte & Zeigler Inc.   October 2000 - October 2002
D’Arcy Masius Benton & Bowles   March 2000 - October 2000
MacKay Shields   December 1997 - March 2000
Smith Affiliated Capital Corporation   November 1996 - December 1997

Skills
Direct Sales, Business Relationship..., Innovative Problem..., Customer Relations, Aircraft, Budgeting, Excel, PowerPoint, Word, Microsoft Office, Aviation, Financial Analysis, Contract Negotiation, Sales Management, Transportation, Microsoft Word, Management, Charter, Budgets, Customer Service, Microsoft Excel, CRM, Sales Process, Business Development, Strategic Planning, Team Leadership, Business Strategy, Process Improvement, New Business Development, Flights, Sales, Team Building, Project Management, Finance, Operations Management, Commercial Aviation, Marketing, Lead Generation, Airports, Leadership, Flight Safety, Piloting, Aircraft Maintenance, Flight Planning, Helicopters, Airlines, Civil Aviation, Airworthiness, Business Aviation, Aerospace

Education
Hobart College   1992 — 1996
BA, Political Science

Brunswick School   1978 — 1992

Julia Saxonov Julia Saxonov San Francisco Bay Area Details
Julia Saxonov's MacKay Shields Experience June 2006 - August 2006
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  January 2015 - Present
Gemvara  July 2014 - 2015
Harvard Business School  September 2012 - May 2014
Bain & Company  March 2012 - July 2012
Bain & Company  September 2009 - April 2012
The Topps Company  April 2011 - September 2011
Bain & Company  June 2008 - August 2008
WebMD  June 2007 - August 2007
MIT  January 2007 - May 2007
MacKay Shields   June 2006 - August 2006

Skills
Management Consulting, Strategy, Market Entry, Business Strategy, Growth Strategies, Corporate Development, Due Diligence, Competitive Analysis, Private Equity, Analytics, Strategic Consulting, Valuation, Entrepreneurship, Data Analysis, Segmentation, Market Research, Analysis

Education
Harvard Business School   2012 — 2014
Master of Business Administration (MBA)

Massachusetts Institute of Technology   2005 — 2009
Bachelor of Science, Economics and Management

Montville Township High School   2001 — 2005

Roger K. Horn Roger K. Horn Greater New York City Area Details
Roger K. Horn's MacKay Shields Experience September 2012 - Present
Job Emerging Markets Corporate Credit Analyst at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   September 2012 - Present
Societe Generale  July 2011 - September 2012
Assured Guaranty / FSA   2008 - July 2011
Financial Security Assurance (FSA), London   2004 - 2008
Financial Security Assurance (FSA), New York   1997 - 2004
NatWest Markets, New York   1995 - 1997
Banque Nationale de Paris  1988 - 1995

Skills
Emerging Markets, Corporate Credit, High Yield Bonds, Global Macro, Asset Management, Investment Management

Education
Georgia Institute of Technology   1982 — 1987
B.S. in Management

Fordham Gabelli School of Business   1990 — 1995
MBA

Kelsey Johnson, CFA Kelsey Johnson, CFA Greater New York City Area Details
Kelsey Johnson, CFA's MacKay Shields Experience August 2002 - March 2008
Job Generalist Value Equity Research Analyst
Industry Investment Management
Experience
Lombardia Capital Partners  April 2008 - June 2011
MacKay Shields   August 2002 - March 2008
Morgan Stanley  July 2000 - August 2001

Skills
Hedge Funds, Equities, Investments, Portfolio Management, Trading, Bloomberg, Equity Research, Bonds, Asset Allocation, Emerging Markets, Investment Management, Fixed Income, Private Equity, Equity Valuation, Capital Markets, Alternative Investments, Valuation, Asset Management, Mutual Funds, Financial Modeling, Securities, Investment Strategies

Education
College of the Holy Cross   1996 — 2000
BA, Mathematics

Haiying Xiao Haiying Xiao Greater New York City Area Details
Haiying Xiao's MacKay Shields Experience January 2012 - June 2012
Job Data Analyst
Industry Management Consulting
Experience
MacKay Shields   January 2012 - June 2012
Credit Agricole CIB  May 2011 - August 2011

Skills
C++, SQL, HTML/XML, Microsoft Office, Access

Education
Stevens Institute of Technology   2009 — 2012
Master of Engineering Management, Finanical Engineering

Stevens Institute of Technology   2008 — 2012
Bachlar of Electrical Engineering, Computer Engineering

Jacqueline Woung Jacqueline Woung Greater New York City Area Details
Jacqueline Woung's MacKay Shields Experience 2001 - 2003
Job Consultant, Alternative Investments at Credit Suisse Asset Management
Industry Investment Banking
Experience
Credit Suisse Asset Management  October 2008 - January 2012
HSBC Asset Management  July 2007 - July 2008
MacKay Shields   2001 - 2003
Credit Suisse Asset Management  February 1993 - December 2000

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Middle Office, Asset Managment, Hedge Funds, Trading, Bonds, Securities, FX Options, Mutual Funds, Back Office, Investment Banking, Asset Allocation, Investments, Wealth Management, Alternative Investments, Structured Products, Financial Markets, Asset Management, Swaps

Education
Aveda Institute-New York   2003 — 2004
Cosmetology/Cosmetologist, General

Rutgers, The State University of New Jersey-New Brunswick
BA, Economics

Elizabeth (Reilly) Crotty Elizabeth (Reilly) Crotty Greater New York City Area Details
Elizabeth (Reilly) Crotty's MacKay Shields Experience 2001 - 2005
Job Director PwC Asset Management Regulatory Practice
Industry Financial Services
Experience
PricewaterhouseCoopers  November 2009 - Present
Cyrus Capital Partners  May 2006 - November 2009
Pequot Capital Management  2005 - 2006
MacKay Shields   2001 - 2005
Goldman Sachs Asset Management  1998 - 2001

Skills
Alternative Investments, Asset Management, Asset Managment, Bonds, Legal Writing, Hedge Funds, Financial Services, Equities, Securities, SEC, Private Equity, Policy, Corporate Finance, Corporate Governance, Due Diligence, Capital Markets

Education
New York Law School   2003 — 2007
Juris Doctorate

Hamilton College   1992 — 1996
B.A.

Denise Higgins, CFA Denise Higgins, CFA Greater New York City Area Details
Denise Higgins, CFA's MacKay Shields Experience 1999 - 2009
Job Senior Vice President and Client Portfolio Manager at ING Investment Management
Industry Investment Management
Experience
ING Investment Management  November 2010 - Present
MacKay Shields   1999 - 2009
JP Morgan  1993 - 1999
Lord Abbett  1982 - 1993

Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Investments, Public Speaking, Financial Services, Investment Management, Management, Mutual Funds, Financial Advisory, Equity Research, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Investment Strategies, Securities, Series 7

Education
College of Mount Saint Vincent
BA, Economics

University of Pennsylvania - The Wharton School
MBA, Finance

Heather Toto Heather Toto Boonton, New Jersey Details
Heather Toto's MacKay Shields Experience 2003 - 2008
Job I am currently a SAHM raising my son and daughter.
Industry Financial Services
Experience
First Manhattan Co.  July 2008 - July 2011
MacKay Shields   2003 - 2008
Deutsche Asset Management  2001 - 2002
Scudder Investments  February 1998 - January 2001

Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance

Education
San Diego State University-California State University   1990 — 1994
Bachelor of Arts, Liberal Studies

Mt. Miguel High School

Mike Petty Mike Petty Greater New York City Area Details
Mike Petty's MacKay Shields Experience July 2009 - Present
Job Sr. Managing Director Portfolio Manager
Industry Investment Management
Experience
MacKay Shields   July 2009 - Present
Dreyfus  1997 - 2009

Education
Hobart and William Smith Colleges   1979 — 1983
BS, Math & Economics

Youngsoo Lee Youngsoo Lee Irvine, California Details
Youngsoo Lee's MacKay Shields Experience June 2010 - July 2010
Job Senior Consultant at Altus Group
Industry Real Estate
Experience
Altus Group  March 2011 - Present
MacKay Shields   June 2010 - July 2010

Skills
Real Estate, Valuation, Due Diligence, Investment Properties

Education
University of Oregon - Charles H. Lundquist College of Business   2008 — 2010
Bachelor of Arts (B.A.), Business Administration concentrated in Finance, Cum Laude

Kookmin University   2006 — 2008
Bachelor of Arts (B.A.), Journalism, Magna Cum Laude

Toni Hinds Toni Hinds Greater New York City Area Details
Toni Hinds's MacKay Shields Experience September 2012 - February 2013
Job Teacher at Leadership Prep Bedford Stuyvesant
Industry Public Relations and Communications
Experience
Leadership Prep Bedford Stuyvesant   October 2014 - Present
The Legion Media Group  February 2013 - November 2014
PPR Worldwide - A Young & Rubicam Group Company  November 2013 - October 2014
MacKay Shields   September 2012 - February 2013
Innovative Project Resolution   June 2012 - August 2012
New York City Department of Health and Mental Hygiene  February 2012 - June 2012
Doughpe Clothing   July 2011 - February 2012
Figeroux and Associates   May 2010 - August 2010
Florida State University  January 2009 - December 2009

Skills
Advertising, Entertainment, Promotions, Marketing Communications, Marketing Strategy, Entertainment Marketing, Administrative..., Public Relations, Event Planning, Media Relations, Leadership, Event Management, Social Media, Brand Development, Marketing

Education
Full Sail University   2012 — 2013
Master of Science (MS), Entertainment Business

Florida State University   2008 — 2011
Bachelor of Science (B.S.), Political Science and Communications

Lon Brill Lon Brill Dallas, Texas Details
Lon Brill's MacKay Shields Experience July 2006 - November 2006
Job
Industry Computer & Network Security
Experience
Riverbed Technology  September 2008 - Present
Fire Department of New York  2006 - 2008
Mackay Shields   July 2006 - November 2006
IntraLinks INC.  June 2003 - July 2005

Skills
TCP/IP, Network Security, Cloud Computing, WAN Optimisation, VMware, Security, Network Administration, Virtualization, Riverbed, Cisco Technologies, WAN, Networking, Network Design, VPN, Network Architecture, Routing, Data Center, Routers

Education
City University of New York-Brooklyn College   1998 — 2002
B.S., Computer and Information Sciences

Michelle Hennigar Michelle Hennigar Greater New York City Area Details
Michelle Hennigar's MacKay Shields Experience August 2010 - Present
Job Director, Marketing & Consultant Relations MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields   August 2010 - Present
PineBridge Investments  November 2000 - August 2010
AIG Global Investment Group  2000 - 2007
AIG Global Investment Group  2000 - 2007
The Millburn Corporation  September 1998 - November 2000

Skills
Fixed Income, Hedge Funds, Asset Management, Investment Strategies, Alternative Investments, Investment Management, Securities, Equities, Capital Markets, Portfolio Management, Bloomberg, Investments, Financial Services, Bonds, Derivatives, Trading, Risk Management, Due Diligence, Asset Managment, Market Data, Financial Markets, Trading Systems

Education
Pace University - Lubin School of Business   2004 — 2007
MBA, Finance, Concentration in Portfolio Management

New York University   1994 — 1998
BA, Gallatin, Marketing & Communications

Susan Hutchison Susan Hutchison Greater New York City Area Details
Susan Hutchison's MacKay Shields Experience October 2004 - Present
Job Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   October 2004 - Present
Pareto Partners  2000 - 2004
Forstmann Leff   1998 - 2000
UBS Global Asset Management  1985 - 1997

Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Investments, Hedge Funds, Alternative Investments, Derivatives, Capital Markets, Valuation

Education
Hunter College   1976 — 1989
BA, Economics/Biology

City University of New York-Hunter College
Bachelor's degree, Economics

Mike Denlinger Mike Denlinger Colts Neck, New Jersey Details
Mike Denlinger's MacKay Shields Experience June 2011 - August 2011
Job Municipal Credit Trader at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  InternMackay Shields LLCJune 2012 - August 2012
MacKay Shields   June 2011 - August 2011

Education
The Johns Hopkins University   2010 — 2014
Bachelor of Science (B.S.), Economics

Colts Neck High School   2006 — 2010

Anna Birnbaum Anna Birnbaum Greater New York City Area Details
Anna Birnbaum's MacKay Shields Experience June 2010 - June 2010
Job Associate Director of Admissions at Millbrook School
Industry Education Management
Experience
Millbrook School  June 2013 - Present
Tradeweb  June 2012 - June 2013
New York Life Investments  January 2012 - January 2012
New York Life Insurance Company  June 2011 - August 2011
Newark Academy  June 2009 - August 2010
MacKay Shields   June 2010 - June 2010

Skills
Tutoring, PowerPoint, Teaching, Event Planning, Adult Education, Non-profits, Microsoft Excel, Microsoft Office, Research, Higher Education, Student Affairs

Education
Colgate University   2009 — 2012
Bachelor of Arts, Educational Studies

Trinity College   2008 — 2009
Bachelor of Arts, Education; Spanish

Newark Academy   2002 — 2008

Andrew W. Lai Andrew W. Lai Greater New York City Area Details
Andrew W. Lai's MacKay Shields Experience July 2009 - Present
Job Managing Director, Global Head of Consultant Relations at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   July 2009 - Present
Mezzacappa Management  August 2007 - December 2008
Ivy Asset Management  October 2004 - July 2007
The Segal Company  August 1996 - September 2004

Education
NYU Stern School of Business   2001 — 2003
MBA, Finance / Marketing

Dartmouth College   1988 — 1992
BA, Government

Hunter College High School   1982 — 1988

Marc Dworkin Marc Dworkin Greater New York City Area Details
Marc Dworkin's MacKay Shields Experience May 2013 - Present
Job Just zis guy, you know
Industry Information Technology and Services
Experience
MacKay Shields   May 2013 - Present
Structured Portfolio Management  July 2009 - April 2013
Highbridge Capital Management  November 2003 - December 2007
Merrill Lynch  August 2000 - October 2003
AceToys.com   December 1997 - May 2000

Skills
Hedge Funds, Fixed Income, Visual Basic, Market Data, Derivatives, Trading Systems, Equities, Integration, SDLC, Electronic Trading, Business Analysis, Credit Derivatives, Agile Methodologies, Risk Management, Project Team Management, Data Warehousing, Perl, Oracle, Enterprise Architecture, Sybase, Databases, Unix, Reference Data, Low Latency, Analytics, .NET, Microsoft SQL Server, Bloomberg, Strategy, Options, Financial Markets, Equity Trading, Middle Office, Equity Derivatives, IT Strategy, Alternative Investments, Software Development, Trading, Financial Services, Portfolio Management, Prime Brokerage, Asset Management, Business Process, Capital Markets

Education
University of Pennsylvania   1996 — 2000
BSE, Electrical Engineering

Jonathan Carchman, CFA Jonathan Carchman, CFA Greater New York City Area Details
Jonathan Carchman, CFA's MacKay Shields Experience 1994 - 1997
Job Managing Director at Ambac Assurance
Industry Capital Markets
Experience
Ambac Assurance Corporation  March 2009 - Present
Ambac Financial Group  September 2005 - March 2009
ING U.S.   September 2003 - September 2005
Bayerische Landesbank  2000 - 2003
MacKay Shields   1994 - 1997

Skills
Fixed Income, Portfolio Management, Credit Analysis, Credit Risk, Trading, Securitization, Financial Modeling, Risk Management, Financial Analysis, Insurance, Structured Finance, Structured Products, Model Development, Pension Funds, Mutual Funds

Education
Columbia University - School of International and Public Affairs   1997 — 1999
Master of International Affairs, International Finance

Colby College
Bachelor of Arts (B.A.), Government

Bernardo Mesa Bernardo Mesa Greater New York City Area Details
Bernardo Mesa's MacKay Shields Experience September 2010 - July 2013
Job Director Portfolio Analyst and Trader
Industry Financial Services
Experience
MacKay Shields LLC  June 2015 - Present
MacKay Shields LLC  August 2013 - June 2015
MacKay Shields   September 2010 - July 2013
MacKay Shields   October 2007 - August 2010
Merrill Lynch  May 2006 - August 2006
Cummins  January 2003 - April 2005
Panasonic Factory Automation  May 2000 - August 2000

Skills
VBA, Matlab, High Yield, Derivatives, Portfolio Management, Trading, Risk Management, Asset Allocation, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Managment, Hedging, Investments, Financial Analysis, Bonds, Investment Strategies, Corporate Finance, Financial Markets, Monte Carlo Simulation, Quantitative Analytics, Investment Management, Securities

Education
Carnegie Mellon University - Tepper School of Business   2005 — 2007
Master of Business Administration (MBA), Finance

Carnegie Mellon University - Tepper School of Business   2005 — 2007
Master of Science (MS), Computational Finance

Purdue University   2001 — 2002
Master of Science (MS), Electrical Engineering

Purdue University   1998 — 2000
Bachelors, Electrical Engineering

Pontificia Universidad Javeriana   1995 — 1998
Electronical Engineering

Matthew Warner Matthew Warner Greater New York City Area Details
Matthew Warner's MacKay Shields Experience August 2012 - October 2012
Job Senior Consultant / Investment Management Professional
Industry Investment Management
Experience
BNY Mellon  October 2012 - Present
MacKay Shields   August 2012 - October 2012
Swapclear, LCH Clearnet   January 2012 - July 2012
Inverness Counsel LLC  March 2010 - December 2011
KBW  January 2009 - March 2010
Broadridge  November 2008 - December 2008
Macquarie Bank  April 2008 - October 2008
U.S. Trust   June 2003 - April 2008
U.S. Trust Co. NA   June 2001 - June 2003
U.S. Trust Co. NA   March 2000 - June 2001

Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments

Education
Sacred Heart University   1991 — 1994
MBA, Finance

Sacred Heart University   1984 — 1987
BS, Finance and Business Administration

Tanya Garzon Tanya Garzon Greater New York City Area Details
Tanya Garzon's MacKay Shields Experience August 2009 - Present
Job Director, Human Resources at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields   August 2009 - Present
Citi Private Equity Services, Inc. (Formerly BISYS Private Equity Services, Inc.)   September 2005 - August 2009
Movado Group, Inc.   October 2002 - September 2005
Knight Securities  1998 - 2002
CIGNA Healthcare  1996 - 1998
AEGIS Insurance Services  1992 - 1996

Education
Saint Peter's University
MBA, Management

Rutgers, The State University of New Jersey-Newark

St. Aloysius Academy   1987 — 1991

St. John's

Nancy Poz Nancy Poz Greater New York City Area Details
Nancy Poz's MacKay Shields Experience October 2004 - Present
Job Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields   October 2004 - Present
Thomson Financial BankWatch   1990 - 2000

Skills
Fixed Income, Asset Management, Hedge Funds, Investments, Portfolio Management, Bloomberg, Capital Markets, Securities, Mutual Funds, High Yield, Investment Strategies, Bonds, Trading, Financial Markets

Education
Seton Hall University   1979 — 1983

Chaitanya Gohil Chaitanya Gohil Greater New York City Area Details
Chaitanya Gohil's MacKay Shields Experience 2008 - 2008
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Markit  January 2011 - August 2013
Markit  2008 - 2011
MacKay Shields   2008 - 2008
TIAA-CREF  April 2007 - September 2007
SMR Six sigma consultants   October 2006 - April 2007

Skills
Fixed Income, Analysis, Equities, Valuation, Investments, Derivatives, Competitive Analysis, Finance, Forecasting, Financial Risk, Equity Research

Education
Pace University - Lubin School of Business   2006 — 2008
MBA, Finance (Investment Mgmt)

Gujarat University   2002 — 2006
BE, Engineering

St. Mary's school India   1988 — 2002

Beth Griper Beth Griper Greater New York City Area Details
Beth Griper's MacKay Shields Experience August 2007 - Present
Job Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields   August 2007 - Present
NYSE Euronext  2004 - 2007
Zurich Financial Services  February 1998 - March 2004
Credit Suisse  January 1997 - February 1998
Shearman & Sterling LLP  June 1996 - January 1997

Skills
Equities, Financial Services, Financial Markets, Investments, Due Diligence, Series 7, Asset Management, High Yield, Asset Allocation, Fixed Income, Finance, Hedge Funds, Alternative Investments, Securities, Bloomberg, Capital Markets, Investment Management

Education
New York University, Stern School of Business   2001 — 2004
MBA

Bucknell University   1992 — 1996
Bachelor of Arts

Albert-Ludwigs-Universität Freiburg im Breisgau   1995 — 1995
German

Mike A. Ramirez Mike A. Ramirez Dallas, Texas Details
Mike A. Ramirez's MacKay Shields Experience September 2008 - January 2011
Job Business Analyst Manager at Aperia Solutions, Inc.
Industry Information Technology and Services
Experience
Aperia Solutions, Inc.   September 2013 - Present
J.P. Morgan   May 2012 - September 2013
Fidelity Investments  January 2012 - May 2012
J.P. Morgan   April 2011 - December 2011
Penson Financial Services  March 2011 - April 2011
MacKay Shields   September 2008 - January 2011
CheckFree Investment Services  August 2007 - September 2008
Cramer Rosenthal McGlynn  October 2004 - July 2007
Ark Asset Management  November 2000 - March 2003
Banco de Chile  July 1998 - November 2000

Skills
Fixed Income, PMBOK, Equities, Securities, Bloomberg, Derivatives, Microsoft Office, Full SDLC, Financial Services, Trading, Back Office, Management, Business Analysis, SQL, Bonds, Banking, Hedge Funds, Options, Mutual Funds, Corporate Actions, Risk Management, Settlement, Customer Service, Finance, Alternative Investments, Middle Office, Asset Allocation, Emerging Markets, Investments, FX Options, Prime Brokerage, Trading Systems, Electronic Trading, Investment Banking, Requirements Gathering, Account Reconciliation, Global Custody, Fund Accounting, Business Requirements, Foreign Exchange, Investment Advisory, Order Management, DTC, SWIFT payments, Equity Trading, Securities Lending, Collateral Management, Currency, FX trading, Operational Risk

Education
Laguardia Community College   1997 — 2000

Byron Spivack Byron Spivack Greater New York City Area Details
Byron Spivack's MacKay Shields Experience 2005 - 2010
Job Senior Vice President, Deputy General Counsel, Director of Compliance at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management  2011 - Present
MacKay Shields   2005 - 2010
Ramius Capital Group  2003 - 2005
Shearman & Sterling LLP  1996 - 2003
Shereff Friedman Hoffman & Goodman   1996 - 2001
Chadbourne & Parke LLP  1992 - 1994

Skills
Hedge Funds, Securities Regulation, Securities, Investment Advisers Act, Investment Company Act, Asset Managment, Alternative Investments, Corporate Governance, Mutual Funds, Broker-Dealer, Private Equity, Capital Markets, Investment Advisory, FINRA, Due Diligence, Derivatives, Corporate Law, Investments, Investment Management

Education
Fordham University School of Law   1994 — 1997
JD

University at Albany, SUNY   1988 — 1992
BA, Political Science

Bronx High School of Science   1984 — 1988
High School Diploma

Anthony Mastri Anthony Mastri Greater New York City Area Details
Anthony Mastri's MacKay Shields Experience June 2004 - April 2005
Job Compliance Officer at Altrinsic Global Advisors
Industry Financial Services
Experience
Altrinsic Global Advisors, LLC   September 2015 - Present
Mariner Investment Group  April 2005 - August 2015
MacKay Shields   June 2004 - April 2005

Education
Binghamton University - School of Management   2002 — 2004
Bachelor’s Degree, Business Administration, Concentration in Finance

Dimitri Petrovski Dimitri Petrovski Greater New York City Area Details
Dimitri Petrovski's MacKay Shields Experience July 2011 - Present
Job VMware and Storage Engineer at Real Estate Mortgage Network
Industry Financial Services
Experience
Real Estate Mortgage Network  July 2013 - Present
MacKay Shields   July 2011 - Present
RVM Incorporated   October 2006 - June 2011

Education
City University of New York-College of Staten Island   2001 — 2005

Jakob Bak Jakob Bak Greater New York City Area Details
Jakob Bak's MacKay Shields Experience April 2011 - Present
Job Director Emerging Markets
Industry Financial Services
Experience
MacKay Shields   April 2011 - Present
Bank of New York Mellon  2007 - 2011
Standish Mellon Asset Management  2004 - 2006
Pareto Investment Management Limited   2000 - 2004

Skills
Portfolio Management, Fixed Income

Education
Ohio University   1994 — 2000
PhD, Physics

Cornell University   1989 — 1993
BA, Physics, Economics

Patrick Crotty Patrick Crotty Greater New York City Area Details
Patrick Crotty's MacKay Shields Experience October 2001 - September 2006
Job Senior Compliance Officer at OchZiff Capital Management
Industry Capital Markets
Experience
Och-Ziff Capital Management  April 2011 - Present
Myles Financial   January 2007 - April 2011
Libertas Partners  September 2006 - January 2007
MacKay Shields   October 2001 - September 2006
NYSE  June 1991 - December 1999

Skills
Compliance, Hedge Funds, Asset Management, Portfolio Management, Equities, Fixed Income, Trading, Mutual Funds, Investments, Alternative Investments, Bonds, Options, Emerging Markets, Financial Risk, FX Options, Capital Markets, Derivatives, Structured Products, Valuation, Securities, Due Diligence

Education
Fordham University - Graduate School of Business Administration   2000 — 2001
MBA, Finance

Manhattan College   1988 — 1992
B.S., Finance & Economics

Archbishop Stepinac High School   1984 — 1988

Jeffrey Phlegar Jeffrey Phlegar New York, New York Details
Jeffrey Phlegar's MacKay Shields Experience December 2011 - Present
Job Chairman & Chief Executive Officer at MacKay Shields
Industry Financial Services
Experience
MacKay Shields   December 2011 - Present
AllianceBernstein  1988 - 2011

Education
Hofstra University

Steve Mazur Steve Mazur Greater New York City Area Details
Steve Mazur's MacKay Shields Experience 1986 - 1989
Job "Value Investor" Basic Graham and Dodd
Industry Financial Services
Experience
CRT Capital Group  August 2000 - August 2008
Deutsche Bank  1993 - 1995
First Boston  1990 - 1993
MacKay Shields   1986 - 1989

Skills
Equities, Special Situations, Mutual Funds, Portfolio Management, Bloomberg, Proprietary Trading, Private Equity, Capital Markets, Investments, Mergers & Acquisitions, High Yield, Hedge Funds, Investment Banking, Equity Trading, Trading, Venture Capital, Equity Research, Alternative Investments

Education
State University of New York College at Buffalo   1981 — 1983
MBA, Finance

Canisius College   1977 — 1981
BS, Finance

Bishop Ryan

Stephen Friscia, CFA Stephen Friscia, CFA Greater New York City Area Details
Stephen Friscia, CFA's MacKay Shields Experience August 2008 - December 2009
Job Managing Director, Portfolio Manager at Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management  December 2009 - Present
MacKay Shields   August 2008 - December 2009
Bear Stearns Asset Management  June 2006 - July 2008
John A. Levin & Co.   December 2003 - June 2006
Evergreen Investments  1993 - 2003

Skills
Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Securities, Capital Markets, Bloomberg, Investments, Investment Strategies, Series 7, Financial Modeling, Asset Allocation

Education
Pace University - Lubin School of Business   1993 — 1996
MBA, Finance

State University of New York at New Paltz   1990 — 1992
BS, Finance

Bernadette Jones Bernadette Jones Little Silver, New Jersey Details
Bernadette Jones's MacKay Shields Experience June 1987 - December 2007
Job at Pershing Square Capital Management, LP
Industry Financial Services
Experience
Pershing Square Capital Management  October 2008 - Present
MacKay Shields   June 1987 - December 2007
M. D. Sass   1984 - 1987

Education
Drexel University
Bachelor's Degree, Communications, Magna Cum Laude

Fran Schulman, CFA Fran Schulman, CFA Greater New York City Area Details
Fran Schulman, CFA's MacKay Shields Experience October 2009 - Present
Job Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields   October 2009 - Present
Fischer Francis Trees & Watts  February 1999 - December 2008
Moody's Investors Services  June 1994 - January 1999
CBO Management (William E Simon & Sons)   October 1989 - June 1994

Skills
Fixed Income, Alternative Investments, Hedge Funds, High Yield, Investments

Education
Stanford University Graduate School of Business   1980 — 1982
MBA

Wellesley College   1971 — 1975
BA

Brian Standig Brian Standig Greater New York City Area Details
Brian Standig's MacKay Shields Experience October 2009 - April 2010
Job Vice President at Macquarie Credit Management Inc
Industry Financial Services
Experience
Macquarie Group  November 2014 - Present
Duff & Phelps  November 2013 - November 2014
Macquarie Bank  November 2010 - November 2013
Macquarie Bank  April 2010 - November 2010
MacKay Shields   October 2009 - April 2010
Ramius Capital Group  October 2007 - July 2009
Ramius Capital Group  October 2005 - October 2007
Morgan Stanley Investment Management  February 2003 - October 2005
Dow Jones  June 2001 - February 2003

Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Equity Research, Valuation, Trading, Financial Modeling, Securities, Capital Markets, Asset Managment, CMBS, Bank Loans, CRE Whole Loans, Trepp, CMBX, ABX, CDX, CDS

Education
Fordham Gabelli School of Business   2004 — 2008
MBA, Finance

Rutgers, The State University of New Jersey-New Brunswick   1997 — 2001
Bachelor of Arts, Economics

West Hempstead High School   1993 — 1997
Regents Diploma

John Rynn John Rynn Greater New York City Area Details
John Rynn's MacKay Shields Experience 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MacKay Shields   2005 - Present
Credit Suisse Asset Management  2003 - 2005
Goldman Sachs Asset Management  2002 - 2003
Deutsche Asset Management  1999 - 2002
Deutsche Bank - formerly Bankers Trust  1997 - 1999
National Futures Association  January 1994 - June 1996

Skills
Fixed Income, Mutual Funds, Derivatives, Trading, Asset Management, Creative Development, Creative Problem Solving, Securities

Education
Pace University   1999 — 2001
MBA, Finance

City University of New York-Baruch College   1988 — 1992
Bachelor of Business Administration (BBA), Accounting

Nunzia Mazzoccoli Nunzia Mazzoccoli New York, New York Details
Nunzia Mazzoccoli's MacKay Shields Experience March 1996 - Present
Job Associate Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields   March 1996 - Present

Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Investments, Derivatives, Bloomberg, Asset Management, Mutual Funds, Securities, Capital Markets

Education
Pace University - Lubin School of Business   1993 — 1995
MBA, Finance

Brett Lousararian, CFA Brett Lousararian, CFA Greater Boston Area Details
Brett Lousararian, CFA's MacKay Shields Experience June 2006 - August 2006
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management  April 2013 - Present
Invesco Ltd.  October 2009 - April 2013
LongVue Advisors   September 2008 - April 2009
JPMorgan Chase  July 2007 - September 2008
MacKay Shields   June 2006 - August 2006

Skills
Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Hedge Funds, Series 7, Equity Research, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Asset Managment, Alternative Investments, Zephyr Style Advisor, Private Equity, Chartered Financial..., Investment Management, Wealth Management, Due Diligence, Fund Of Funds

Education
Bryant University   2003 — 2007
BSBA, Finance

Eric Pettway, CFA Eric Pettway, CFA Cincinnati Area Details
Eric Pettway, CFA's MacKay Shields Experience 2001 - 2008
Job Senior investment Advisor
Industry Investment Management
Experience
PNC Wealth Management  February 2013 - Present
PNC Wealth Management  October 2009 - January 2013
MacKay Shields   2001 - 2008
New York Life Investment Management  1998 - 2001
4086 Advisors  1997 - 1997
Price Waterhouse Management Consultants  1993 - 1996
Texas Instruments  1991 - 1992

Skills
Portfolio Management, Equities, Asset Managment, Investments, Equity Research, Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Financial Modeling, Valuation, Bloomberg, Securities, Financial Analysis, Capital Markets, Bonds, Equity Valuation, Finance, Asset Management, Wealth Management, Derivatives, ETFs

Education
Indiana University - Kelley School of Business   2006 — 2008
MBA, Finance

Indiana University - Kelley School of Business   1988 — 1993
BS, Computer Information Systems

Eileen Cook Eileen Cook Greater New York City Area Details
Eileen Cook's MacKay Shields Experience April 2006 - June 2009
Job Director of Business Analytics at C3/CustomerContactChannels, Inc.
Industry Outsourcing/Offshoring
Experience
C3/CustomerContactChannels, Inc.   November 2011 - Present
MacKay Shields   April 2006 - June 2009
MacKay Shields   July 1994 - December 2001
Lord Abbett  1991 - 1994
Smith Barney  1987 - 1991

Education
American University   1977 — 1981
BA, International Studies and Economics

NYU Stern School of Business

Bob Scheurer Bob Scheurer Greater New York City Area Details
Bob Scheurer's MacKay Shields Experience May 2009 - December 2010
Job Marketing Communications
Industry Financial Services
Experience
Morgan Stanley Investment Management  January 2011 - Present
MacKay Shields   May 2009 - December 2010
Prudential Fixed Income  June 2006 - January 2009
Seix Advisors  August 2003 - May 2006
Federal Reserve Bank of New York  October 1999 - July 2003
Alliance Capital Management  June 1990 - 1995

Skills
Business Development, Fixed Income, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Portfolio Management, Marketing, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Financial Services, Series 7, Asset Management, Financial Analysis, Hedge Funds, FX Options, Bonds, Investment Advisory, Financial Markets, Wealth Management, Management, Finance

Education
Fordham University - Graduate School of Business Administration   1992 — 1995
MBA, International Finance and International Business

Bucknell University   1984 — 1988
BA, English

Columbia University - School of International and Public Affairs
MIA, Economic Affairs

Saint Peter's Preparatory

Chris Harms Chris Harms Greater Boston Area Details
Chris Harms's MacKay Shields Experience October 1991 - July 2006
Job Portfolio Manager, CoHead Relative Return Group,Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles  August 2010 - Present
CapitalSource  July 2006 - February 2010
MacKay Shields   October 1991 - July 2006
Bear Stearns Asset Management  January 1986 - January 1991
Mellon Bank /Girard Bank   January 1981 - January 1986
Kidder Peabody  January 1980 - January 1981

Skills
Fixed Income, Portfolio Management

Education
Drexel University   1981 — 1983
MBA, International Business

Villanova University
BSBA, Finance

Paul Habib Paul Habib Greater New York City Area Details
Paul Habib's MacKay Shields Experience 1997 - 2005
Job Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard  May 2012 - Present
RS Investments  May 2009 - May 2012
Hartford Investment Management  2006 - May 2009
MacKay Shields   1997 - 2005
New York Life Investment Management  1992 - 1997

Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds

Education
Rider University   1986 — 1990
Marketing/Finance

Dennis Hsu Dennis Hsu Greater New York City Area Details
Dennis Hsu's MacKay Shields Experience 2009 - Present
Job Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   2009 - Present
Swiss Re  2002 - 2008

Skills
Fixed Income, Bloomberg, Portfolio Management, Asset Managment, High Yield, Investments, Trading, Bonds, Credit, Capital Markets, Alternative Investments, Hedge Funds, Emerging Markets, Equities, Asset Management, Securities, Equity Research, Investment Management, Asset Allocation, Derivatives, Mutual Funds, Investment Strategies, Valuation, Equity Valuation, Investment Advisory, Financial Markets

Education
Pace University - Lubin School of Business
MBA, Financial Management

University of Massachusetts, Amherst
BBA, Finance

Ian Murdoch, CFA Ian Murdoch, CFA Greater New York City Area Details
Ian Murdoch, CFA's MacKay Shields Experience July 2009 - June 2011
Job Vice President, Senior Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management  June 2011 - Present
MacKay Shields   July 2009 - June 2011
Oppenheimer Capital  September 2008 - June 2009
Clay Finlay  June 2000 - September 2008

Education
Columbia University in the City of New York   1996 — 2000
BA, Economics - Philosophy

Nicholas Manganaro Nicholas Manganaro Greater Philadelphia Area Details
Nicholas Manganaro's MacKay Shields Experience July 2009 - July 2011
Job Actively Seeking a Senior Quantitative Financial Position
Industry Investment Management
Experience
BlackRock  August 2011 - April 2013
MacKay Shields   July 2009 - July 2011
Mariner Investment Group  October 2007 - July 2009
BlackRock  October 2006 - July 2007
Merrill Lynch Investment Managers  2001 - October 2006
Merrill Lynch Investment Managers  2000 - 2001
Merrill Lynch Investment Managers  1998 - 2001
Oliver Wyman  1995 - 1998
Merrill Lynch  1993 - 1995
Glenmede  1991 - 1993

Skills
Fixed Income, Interest Rate..., Credit Risk, Interest Rate Risk..., Portfolio Management, Asset Management, Relative Value, Hedge Funds, Structured Products, Capital Adequacy, Derivatives, Asset Allocation, Hedging, Performance Attribution, Financial Risk, Investments, Mutual Funds, Bonds, Risk Management, Structured Finance, Quantitative Analytics, Alternative Investments, Capital Markets

Education
Massachusetts Institute of Technology - Sloan School of Management   1982 — 1984
SM, Finance

Reed College   1974 — 1979
A.B., Mathematics

The Episcopal Academy   1960 — 1974
NA, Mathematics, Religion, & the Classics

Laurie Walters Laurie Walters Greater New York City Area Details
Laurie Walters's MacKay Shields Experience January 1998 - Present
Job Director Fixed Income Trading at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   January 1998 - Present
Nomura Securities  September 1987 - July 1994
Paine Webber  September 1983 - July 1985

Education
Univerisity of Chicago   1985 — 1987
MBA, Finance

University at Albany, SUNY   1979 — 1983
BS, Business, Finance

James Aloysius Flood James Aloysius Flood Greater New York City Area Details
James Aloysius Flood's MacKay Shields Experience April 1992 - December 1999
Job Senior Equity Analyst at Value Line
Industry Financial Services
Experience
Value Line  January 2013 - Present
Self Employed  2000 - Present
MacKay Shields   April 1992 - December 1999
Value Line  October 1983 - March 1992
Value Line  October 1983 - March 1992
Banca di Roma  1981 - 1983

Skills
Fixed Income, Trading, Bonds, Mutual Funds, Economics, Equity Research, Portfolio Management, Investments, Asset Management, Equities, Fixed Asset Management, Financial Analysis, Municipal Bonds, Economic Research, Writing, Publishing, Capital Markets, Sales Presentations, Credit Analysis, Market Research, Creative Solutions, Valuation, Bloomberg, Investor Relations, Asset Managment, Financial Modeling, Structured Finance, Credit, Funding

Education
Fordham Gabelli School of Business
MBA, Finance

State University of New York at Albany
BS, History/Economics

Monsignor Farrell

Margaret Przeszlo Margaret Przeszlo Greater New York City Area Details
Margaret Przeszlo's MacKay Shields Experience May 2010 - August 2010
Job Business Analyst EUS Release Management at UBS
Industry Information Technology and Services
Experience
UBS  August 2011 - Present
MacKay Shields   May 2010 - August 2010
Wytech Industries, Inc.   September 2007 - November 2007

Skills
Visio, Microsoft Excel, ITIL v3 Foundations..., Management, Project Planning, Security, SharePoint, Windows 7, MS Project, System Administration, Access, Java, Active Directory, Unix, Windows Server, Databases, Business Analysis, Citrix, Disaster Recovery

Education
Stevens Institute of Technology   2006 — 2011
Bachelor of Engineering (BE), Information Systems Engineering

Stevens Institute of Technology   2006 — 2011
Master of Engineering, Networked Information Systems

New Jersey Institute of Technology   2006 — 2007
Information Systems Enginering

Kiera E. Flynn Kiera E. Flynn Greater New York City Area Details
Kiera E. Flynn's MacKay Shields Experience November 2007 - April 2010
Job Associate at Humes & Wagner, LLP
Industry Law Practice
Experience
Humes & Wagner, LLP   April 2010 - Present
MacKay Shields   November 2007 - April 2010
Lehman Brothers  May 2007 - August 2007

Education
Fordham University School of Law   2006 — 2009
JD

Boston College   2003 — 2006
B.S., Finance

Ellen Dunleavy Ellen Dunleavy Greater New York City Area Details
Ellen Dunleavy's MacKay Shields Experience July 2010 - November 2012
Job Investor Relations Associate at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management  May 2013 - Present
MacKay Shields   July 2010 - November 2012
Women's World Banking  January 2010 - May 2010
Instituto Palmas   October 2009 - May 2010
Brac Bank Limited  May 2009 - August 2009
ICAP  August 2007 - August 2008
D-TRAC   July 2006 - July 2007

Skills
Bloomberg, Financial Modeling, Investments, Financial Analysis, PowerPoint, Market Analysis, Client Services, Performance Monitoring

Education
Columbia University - School of International and Public Affairs   2008 — 2010
Master of International Affairs, Development Economics and International Development

Fairfield University   2002 — 2006
Bachelor of Arts, International Affairs

Vesalius College   2005 — 2005
Study Abroad

Andrew Susser Andrew Susser Greater New York City Area Details
Andrew Susser's MacKay Shields Experience
Job Executive Managing Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields  

Education
Univ of Pennsylvania Law School   1988 — 1992
Juris Doctor (J.D.)

University of Pennsylvania - The Wharton School   1988 — 1992
Master of Business Administration (M.B.A.)

Tom Wynn Tom Wynn Greater New York City Area Details
Tom Wynn's MacKay Shields Experience 1995 - 2004
Job PM Centurion
Industry Investment Management
Experience
Centurion  2011 - Present
Deutsche Bank  2007 - 2011
AMIP   2004 - 2007
MacKay Shields   1995 - 2004
Fiduciary Trust Company  1986 - 1995
manufacturers hanover  1983 - 1986

Education
New York University - Leonard N. Stern School of Business   1986 — 1990
MBA, Finance

University of Notre Dame   1979 — 1983
Bachelor's degree, Economics

Stephanie Braico Stephanie Braico Greater New York City Area Details
Stephanie Braico's MacKay Shields Experience October 2009 - June 2013
Job Head of Tax Reporting & Compliance VP
Industry Financial Services
Experience
Melody Capital Partners, LP  May 2015 - Present
Melody Capital Partners, LP  July 2013 - April 2015
MacKay Shields   October 2009 - June 2013
Plainfield Asset Management  March 2007 - August 2009
MD Sass  December 2005 - March 2007
PricewaterhouseCoopers  September 2001 - December 2005

Skills
Hedge Funds, Outlook, Tax, Alternative Investments, Financial Analysis, Financial Reporting, Financial Accounting, Valuation, Due Diligence, Fixed Income, Fund Accounting, Private Equity, Accounting, Mutual Funds, Asset Management

Education
Fordham University   1998 — 2001
BS, Accounting

joseph portera joseph portera United States Details
joseph portera's MacKay Shields Experience 1991 - 2009
Job PM
Industry Investment Management
Experience
Invesco  December 2012 - Present
Hartford Investment Management  August 2009 - December 2012
Hartford Investment Management  August 2009 - 2012
MacKay Shields   1991 - 2009

Skills
Asset Management, Portfolio Management, Investments, Fixed Income, Emerging Markets, Asset Allocation, Investment Strategies, Hedge Funds, Asset Managment, Investment Management, CrossFit, Bloomberg, Bonds, Equities, Mutual Funds

Education
fodham graduate school arts and sciences
Master's degree, international political economy and development

Fordham University   1977 — 1981
BA, Soviet Studies

Frances Lewis Frances Lewis Greater New York City Area Details
Frances Lewis's MacKay Shields Experience 2009 - Present
Job Director at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   2009 - Present
Merrill Lynch Investment Managers  1991 - 2001

Skills
Municipal Bond Analyst

Education
Boston University Graduate School of Management
MBA, Finance

University of Michigan
BA, Economics

Tom Ferrara Tom Ferrara Greater New York City Area Details
Tom Ferrara's MacKay Shields Experience October 2002 - February 2006
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
Merrill Lynch  January 2014 - June 2014
Lord Abbett  March 2006 - February 2013
MacKay Shields   October 2002 - February 2006
Callan Associates  June 1997 - August 2002

Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1997
MBA, Finance

Lehigh University   1986 — 1990
B.S., Accounting

John Villani John Villani Suncook, New Hampshire Details
John Villani's MacKay Shields Experience October 1996 - April 1999
Job Network Manager at Northeast Credit Union
Industry Information Technology and Services
Experience
Northeast Credit Union  May 2012 - Present
Catholic Medical Center  March 2008 - May 2012
Robert Half Technologies – Triangle Credit Union   January 2008 - March 2008
Fidelity Investments  April 2007 - November 2007
Amesbury Group  September 2005 - October 2006
American National Standards Institute (ANSI)   April 1999 - June 2005
MacKay Shields   October 1996 - April 1999

Skills
VMware, Active Directory, DHCP, Troubleshooting, Citrix, SAN, VPN, Servers, Security, vSphere, iSCSI, Blackberry Enterprise..., Symantec Endpoint..., Microsoft Servers, WSUS, Linux, Cisco Nexus, Juniper, DNS management, Storage Area Networks, Cisco Switches, Fibre Channel, RADIUS, Microsoft SQL Server, Visual Studio, DNS, Terminal Server, VPN Concentrators, Aruba, System Administration, Information Technology, Integration, Network Security, Networking, System Deployment

Education
Dowling College
Bachelor of Science, Computer Science

Thomas Mauceri Thomas Mauceri Massapequa, New York Details
Thomas Mauceri's MacKay Shields Experience March 2000 - Present
Job Investment Managment Systems Group at MacKay Shields
Industry Investment Management
Experience
MacKay Shields   March 2000 - Present
AIG Global Investment Group  June 1998 - March 2000

Education
Queens College   1980 — 1984
Bachelor of Arts (BA), Accounting and Computer Science

Thomas Melvin Thomas Melvin Greater New York City Area Details
Thomas Melvin's MacKay Shields Experience July 2006 - October 2011
Job VP/ Fixed Income Trading at Black Rock, Inc
Industry Investment Management
Experience
Black Rock, Inc   August 2012 - Present
Transition Period   October 2011 - August 2012
MacKay Shields   July 2006 - October 2011
Deutsche Asset Management  June 2003 - June 2006
Baring Asset Management  April 2000 - September 2002

Skills
Series 7, Bonds, Trading, Leveraged Finance, Investments, Financial Services, High Yield, Fixed Income, Mutual Funds, Loans, Asset Management, Equities, Portfolio Management, Securities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Investment Management

Education
DeSales University   1990 — 1994
Liberal Arts, History, Philosophy

Alex Abril Alex Abril Little Ferry, New Jersey Details
Alex Abril's MacKay Shields Experience February 2010 - May 2012
Job Support Engineer at Gravitas
Industry Information Technology and Services
Experience
Gravitas  August 2012 - Present
MacKay Shields   February 2010 - May 2012

Skills
Active Directory, Windows Server, Microsoft SQL Server, Microsoft Exchange, Blackberry Enterprise..., Servers

Education
Bergen Community College
Associate's degree, Network and System Administration/Administrator

John Litzinger John Litzinger Somerset, New Jersey Details
John Litzinger's MacKay Shields Experience July 1995 - December 2006
Job Field Technician at Tempo Systems
Industry Business Supplies and Equipment
Experience
Tempo Systems   May 2009 - Present
MacKay Shields   July 1995 - December 2006

Skills
Troubleshooting, Printers, Computer Hardware, Software Installation, Hardware, Windows, Computer Repair, Windows 7, XP, Laptops, Operating Systems, Technical Support, Customer Service, Maintenance & Repair

Education
Southern Illinois University, Carbondale   1983 — 1986
Electrical Engineering

Middlesex County College
Computer Science

Benjamin Slowik Benjamin Slowik New York, New York Details
Benjamin Slowik's MacKay Shields Experience May 2012 - August 2012
Job Associate at Merx Aviation Finance
Industry Aviation & Aerospace
Experience
Merx Aviation Finance   July 2013 - Present
The Brookings Institution  September 2012 - May 2013
MacKay Shields   May 2012 - August 2012

Education
Georgetown University   2009 — 2013
Bachelor of Science (B.S.), International Economics

The Taft School   2005 — 2009

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