MainStay Investments
Industry: Investment management company
DescriptionNew York Life Investments is a U.S. investment management company based in Jersey City, New Jersey. Founded in 1986, New York Life Investment's parent company is New York Life Insurance Company, the ... Customer service: 1 (800) 624-6782 Headquarters: Jersey City, NJ Founded: 1986 Subsidiaries: GoldPoint Partners LLC, Candriam Investors Group, Parent organizations: New York Life Insurance Company, New York Life Investment Management Holdings LLC
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MainStay Investments Employees
Employee
Years
Job
Industry
Jeffrey Budd Jeffrey Budd's MainStay Investments Experience January 2000 - Present
Job Director, New York Life Investments
Industry Financial Services
Experience
MainStay Investments January 2000 - Present
New England Financial January 1995 - January 2000
Education
The University of the Arts 1990 — 1994
MainStay Investments January 2000 - Present
New England Financial January 1995 - January 2000
Education
The University of the Arts 1990 — 1994
Thomas Grilli Thomas Grilli's MainStay Investments Experience July 2006 - March 2007
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
Tim Dalton Tim Dalton's MainStay Investments Experience March 1998 - September 2004
Job Financial Specialist, PNC Bank
Industry Financial Services
Experience
PNC Financial Services December 2014 - Present
Independent Wholesaler September 2009 - December 2014
Highland Capital Management September 2004 - September 2009
Mainstay Investments March 1998 - September 2004
Merrill Lynch March 1996 - March 1998
Merrill Lynch June 1991 - March 1996
Education
The University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
PNC Financial Services December 2014 - Present
Independent Wholesaler September 2009 - December 2014
Highland Capital Management September 2004 - September 2009
Mainstay Investments March 1998 - September 2004
Merrill Lynch March 1996 - March 1998
Merrill Lynch June 1991 - March 1996
Education
The University of Connecticut 1982 — 1986
Bachelor of Arts, Economics
Brendan J. McDonald Brendan J. McDonald's MainStay Investments Experience August 2005 - June 2007
Job Regional Vice President at Touchstone Investments
Industry Investment Management
Experience
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Bernadette D Hoban Bernadette D Hoban's MainStay Investments Experience April 2008 - October 2010
Job CoPresident of NYLPRIDE at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company December 2012 - Present
New York Life Insurance Company October 2010 - Present
New York Life/MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - October 2010
MainStay Investments April 2008 - November 2009
MainStay Investments December 1997 - April 2008
MainStay Investments December 1997 - April 2008
MainStay Funds January 1997 - April 2008
New York Life Investments January 1997 - April 2008
Skills
Financial Advisory, Variable Annuities, Series 7, Asset Allocation, IRAs, 401k, Estate Planning, Pensions, Strategic Financial..., Insurance, Mutual Funds, FINRA, Investment Management, Financial Services, Financial Planning, Investments, Retirement Planning
Education
Kingsborough Community College 1985 — 1988
Business Administration
Our Lady of Perpetual Help, Brooklyn NY 1972 — 1976
Business Administration and Management, General
Wade Hazelton Wade Hazelton's MainStay Investments Experience September 2007 - August 2010
Job Associate Director at Eastern Consolidated
Industry Real Estate
Experience
Eastern Consolidated April 2013 - Present
NYU Stern School of Business September 2010 - May 2012
Argo Partners March 2011 - August 2011
MainStay Investments September 2007 - August 2010
Skills
Mutual Funds, Bloomberg, Financial Modeling, Valuation, Finance, Securities, Financial Advisory, Trading, Investments, Analysis, Asset Managment, Portfolio Management, Capital Markets, Commercial Real Estate, Real Estate, Financial Markets, Due Diligence
Education
Leonard N. Stern School of Business 2010 — 2012
Master, Business Administration
Fordham University 2003 — 2007
Bachelor of Science, Business Administration; Finance; International Business
Eastern Consolidated April 2013 - Present
NYU Stern School of Business September 2010 - May 2012
Argo Partners March 2011 - August 2011
MainStay Investments September 2007 - August 2010
Skills
Mutual Funds, Bloomberg, Financial Modeling, Valuation, Finance, Securities, Financial Advisory, Trading, Investments, Analysis, Asset Managment, Portfolio Management, Capital Markets, Commercial Real Estate, Real Estate, Financial Markets, Due Diligence
Education
Leonard N. Stern School of Business 2010 — 2012
Master, Business Administration
Fordham University 2003 — 2007
Bachelor of Science, Business Administration; Finance; International Business
Alicia Fryc Alicia Fryc's MainStay Investments Experience 2006 - 2008
Job Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Gina D'Alessandro Gina D'Alessandro's MainStay Investments Experience November 2005 - December 2006
Job Regional Director at MidAmerica Financial
Industry Financial Services
Experience
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Midamerica Financial January 2014 - Present
Adhesion Wealth Advisor Solutions October 2012 - August 2013
Paladin REIT 2010 - August 2011
ATEL Securities February 2008 - September 2008
AXA Equitable March 2007 - October 2007
MainStay Investments November 2005 - December 2006
Gartmore Investments March 2004 - March 2005
Credit Suisse Asset Management November 2002 - March 2004
ING Funds November 2000 - November 2002
Federated Investors June 1996 - November 2000
Skills
Start-ups, Business Development, Sales Operations, Mutual Funds, Alternative Investments, Investments, Marketing Strategy, Strategic Planning, Retirement, New Business Development, Training, Fixed Income, Marketing, Separately Managed..., Marketing Communications, Series 24, Portfolio Management, Securities, Sales, Investment Strategies, Financial Services, Retirement Planning, Financial Advisory, Sales Management, Series 63, Series 7, Asset Allocation, Product Development, Fixed Annuities
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance, Finance, General
The Pennsylvania State University, State 1992 — 1996
Bachelor's of Science, Finance
Joe McQuaid's MainStay Investments Experience April 2002 - April 2011
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Guggenheim Investments October 2012 - Present
JM Educational Services December 2011 - November 2012
The Philadelphia Group June 2011 - December 2011
New York Life/Mainstay Investments April 2002 - April 2011
Mainstay Investments April 2002 - April 2011
JW Seligman January 2000 - April 2002
Prudential Securities January 1999 - January 2000
Skills
Mutual Funds, Alternative Investments, Series 7, Strategic Financial..., Asset Allocation, Investments, Sales, Portfolio Management, Leadership, 401k, Retirement Planning, Retirement, Asset Managment, Integrated Marketing, Series 63, Management, ETFs, Fixed Annuities, Investment Strategies, Uniform Combined State..., Wealth Management, Asset Management
Education
New York University
Seth Dunlap Seth Dunlap's MainStay Investments Experience April 2010 - October 2012
Job Regional Director at Baron Capital
Industry Financial Services
Experience
Baron Capital October 2012 - Present
MainStay Investments April 2010 - October 2012
Nuveen Investments July 2006 - April 2010
LaSalle Financial Services, ABN AMRO August 2004 - July 2006
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Asset Managment, Series 65, Investments, Alternative Investments, Fixed Income, ETFs, Wealth Management, Relationship Management, Securities, Investment Advisory, Asset Management, Financial Services, Uniform Combined State...
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Sociology and Anthropology
Terre Haute South Vigo 1993 — 1997
Baron Capital October 2012 - Present
MainStay Investments April 2010 - October 2012
Nuveen Investments July 2006 - April 2010
LaSalle Financial Services, ABN AMRO August 2004 - July 2006
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Asset Managment, Series 65, Investments, Alternative Investments, Fixed Income, ETFs, Wealth Management, Relationship Management, Securities, Investment Advisory, Asset Management, Financial Services, Uniform Combined State...
Education
DePauw University 1997 — 2001
Bachelor of Arts (B.A.), Sociology and Anthropology
Terre Haute South Vigo 1993 — 1997
Richard Bernstein's MainStay Investments Experience January 2007 - Present
Job Managing Director, Institutional and Platform Sales at MainStay Investments
Industry Investment Management
Experience
MainStay Investments January 2007 - Present
Victory Capital Management July 1999 - January 2007
Merrill Lynch March 1989 - June 1999
Skills
Separately Managed..., Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Investment Strategies, Investment Management, Series 63
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance and Insurance
MainStay Investments January 2007 - Present
Victory Capital Management July 1999 - January 2007
Merrill Lynch March 1989 - June 1999
Skills
Separately Managed..., Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Investment Strategies, Investment Management, Series 63
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bachelor of Science, Finance and Insurance
Joe Rodriguez/NYLIM's MainStay Investments Experience January 2007 - Present
Job Director at MainStay Investments/New York Life
Industry Investment Management
Experience
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
MainStay Investments January 2007 - Present
AllianceBernstein 2005 - 2007
UBS Global Asset Management 2002 - 2005
JPMorgan Chase 1999 - 2002
Citi 1988 - 1999
Citi 1988 - 1999
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Capital Markets, Economics, Equities, Fixed Income, Brokerage, Marketing, Sales Management, Alternative Investments, Hedge Funds, Business Strategy, Financial Modeling, Derivatives, Due Diligence, Corporate Finance, Investment Management, Investment Strategies
Education
Pace University - Lubin School of Business 1990 — 1993
Master of Business Administration (MBA), Economics
St. John's University 1986 — 1988
Bachelor of Science (BS), Finance
Tim Kelly, MBA, CIMA®'s MainStay Investments Experience December 2005 - August 2011
Job Vice President, Product Manager ESG Managers(R) Portfolios at Pax World Investments
Industry Financial Services
Experience
Pax World Investments May 2014 - Present
Charles Schwab & Co.,Inc. September 2012 - May 2014
ProFunds Distributors, INC September 2011 - September 2012
MainStay Investments December 2005 - August 2011
Sun America Asset Management June 2004 - December 2005
J&W Seligman July 1995 - June 2004
Zweig-Glaser Advisors 1994 - 1995
AIG Royal Alliance 1992 - 1994
Skills
Management, Customer Service, Series 7, Sales Operations, Mutual Funds, Investments, Series 63, 401k, Account Management, Asset Allocation, Sales, Financial Advisory, Wealth Management, ETFs, Equities, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Separately Managed..., Finance, Asset Managment, Relationship Management, Retirement Planning, Securities, Retirement
Education
Iona College 2000 — 2003
MBA, Management
Dominican College of Blauvelt 1998 — 2000
BS, Management
CIMA Program @ Wharton
CIMA Program @ Wharton
PS 193 -NYC
Pax World Investments May 2014 - Present
Charles Schwab & Co.,Inc. September 2012 - May 2014
ProFunds Distributors, INC September 2011 - September 2012
MainStay Investments December 2005 - August 2011
Sun America Asset Management June 2004 - December 2005
J&W Seligman July 1995 - June 2004
Zweig-Glaser Advisors 1994 - 1995
AIG Royal Alliance 1992 - 1994
Skills
Management, Customer Service, Series 7, Sales Operations, Mutual Funds, Investments, Series 63, 401k, Account Management, Asset Allocation, Sales, Financial Advisory, Wealth Management, ETFs, Equities, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Separately Managed..., Finance, Asset Managment, Relationship Management, Retirement Planning, Securities, Retirement
Education
Iona College 2000 — 2003
MBA, Management
Dominican College of Blauvelt 1998 — 2000
BS, Management
CIMA Program @ Wharton
CIMA Program @ Wharton
PS 193 -NYC
James Ling's MainStay Investments Experience August 2011 - August 2012
Job Investment Consultant at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2012 - Present
Mainstay Investments August 2011 - August 2012
National Securities February 2009 - August 2011
Skills
Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Capital Markets, ETFs, Mutual Funds, Fund Of Funds, Financial Advisory, Portfolio Management, Separately Managed..., Investments, Equities, Bloomberg
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Finance
Staten Island Academy 2000 — 2004
High School Diploma
UBS Global Asset Management August 2012 - Present
Mainstay Investments August 2011 - August 2012
National Securities February 2009 - August 2011
Skills
Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Capital Markets, ETFs, Mutual Funds, Fund Of Funds, Financial Advisory, Portfolio Management, Separately Managed..., Investments, Equities, Bloomberg
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Finance
Staten Island Academy 2000 — 2004
High School Diploma
William Deuser, MBA's MainStay Investments Experience 2011 - 2014
Job Analyst at Boston Portfolio Advisors
Industry Venture Capital & Private Equity
Experience
Boston Portfolio Advisors, Inc. January 2014 - Present
CH Boston January 2011 - Present
Mainstay Investments 2011 - 2014
The Rotella Group May 2009 - August 2009
Skills
Financial Modeling, Acquisition Analysis, Analytics, Real Estate Investment, Entrepreneurial Skills, Negotiation, Investments, Entrepreneurship, Business Valuation, Investment Properties
Education
Nova Southeastern University 2010 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies, GPA: 3.77 / 4.0
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Accounting and Finance, Finance GPA: 3.47 / 4.0
Boston Portfolio Advisors, Inc. January 2014 - Present
CH Boston January 2011 - Present
Mainstay Investments 2011 - 2014
The Rotella Group May 2009 - August 2009
Skills
Financial Modeling, Acquisition Analysis, Analytics, Real Estate Investment, Entrepreneurial Skills, Negotiation, Investments, Entrepreneurship, Business Valuation, Investment Properties
Education
Nova Southeastern University 2010 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies, GPA: 3.77 / 4.0
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Accounting and Finance, Finance GPA: 3.47 / 4.0
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