Adam is Chief Executive Officer and Founder of IndexIQ. Prior to founding IndexIQ, he led Fortune Indexes, a pioneer in the Exchange-Traded Fund (ETF) industry, having launched two ETFs back in 2000 in partnership with State Street Global AdvisorsRead more
Adam Schrier is a Director of Product Management at MainStay Investments covering taxable fixed income and energy equity strategies. Previously, he worked as a Product Manager for high yield and emerging market debt at Invesco in New YorkRead more
Mr. Torrey is a Portfolio Manager in the High-Yield Credit Group. He joined New York Life Investments in 2006 and is responsible for the management of non-investment grade assets including floating rate loans and high-yield bondsRead more
Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s global equity investment strategies and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes willRead more
Epoch’s investment approach is designed to uncover opportunities that others may miss. In our view, growth of free cash flow, and the intelligent use of that cash flow, represent the best predictor of long-term shareholder return. We look for strong company management withRead more
Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM). He is responsible for the ongoing evaluation of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams.Read more
Jeffrey Zielinski is a DCIO National Account Senior Associate helping cover our home office and field relationships. He joined New York Life MainStay Investments in 2016. Previously, Jeff's experience includes John Hancock RPS (Formerly New York Life RPS), ADP Retirement Services, andRead more
Jerry V. Swank founded Swank Capital in 2001 and its wholly owned SEC-registered investment adviser in 2003. He has over 40 years of experience in investment management and research analysis. Mr. Swank was formerly President and CEO ofRead more
Jonathan is head of the Retirement Specialists at New York Life Mainstay Investments and is the Regional Sales Consultant in the Central Region. His team works directly with financial advisors, consultants, and record keeping platformsRead more
Josh Monroe is a Director of Product Management at MainStay Investments, covering the firm's municipal bond and asset allocation investment strategies. Prior to joining MainStay, he was a Vice President, Product Manager at Franklin Templeton Investments, where he supported funds...Read more
Mr. Kelly has jointly managed MainStay Large Cap Growth Fund (formerly FMI Winslow Growth Fund) since April 1999, when he joined Winslow Capital Management as a Managing Director, with responsibility for research and portfolio managementRead more
Laura joined New York Life & MainStay Investments in 2009, and is currently the Director of Value Add Marketing. She is responsible for the development of investor education material and practice management programs that help financial professionals to uncover opportunitiesRead more
Libby F. Toudouze has over 30 years of experience in investment management and 15 years of Energy and MLP specific portfolio management experience. Before joining Cushing Asset Management, she established and ran a family office where her responsibilities includedRead more
MacKay Municipal Managers™ team of MacKay Shields is co-headed by John Loffredo and Robert DiMella. John and Robert previously headed the largest municipal asset management group at Merrill Lynch Investment Managers/BlackRock. John and Robert have experience managing municipal assets across institutional separate accounts, open-end and closed-end fundsRead more
At the core of the MainStay success story is a multi-boutique structure that consists of autonomous institutional asset managers, each of which is highly specialized, with a unique investment focus, process, and philosophy. We believe our multi-boutique structure and thought leadership give us a competitive advantage, and have helped us deliver long-term results to our clients.Read more
Nick Brown is the Client Portfolio Manager and Business Development Director at Cushing Asset Management. Prior to joining the firm in 2013, Nick was an Analyst in Bank of America Merrill Lynch’s Investment Banking Division in HoustonRead more
Poul Kristensen, CFA is Managing Director, Economist and Portfolio Manager with New York Life Investment Management's multi-asset strategic asset allocation & solutions (SAS) groupRead more
MainStay's Retirement Institute was created to assist plan advisers and plan sponsors as they navigate today’s evolving governance landscape. The Retirement Institute’s various initiatives seek to provide expert coverage of the industry’s most impactful issues and deliverRead more
Saket Kumar has worked in investment management and investment banking focused on the energy and industrials sector since 2007. Before joining the firm in his current role, he was an analyst at Citadel Investment Group in their long short market neutral hedge fund strategyRead more
Sal is Chief Investment Officer at IndexIQ, where his primary responsibility includes developing and maintaining the firm’s investment strategies. Sal joined IndexIQ in 2007 from Deutsche Asset Management (DeAM) where he held a number of senior positionsRead more
NYLIM’s Strategic Asset Allocation & Solutions (SAS) Group invests tactically across the full span of global capital markets, designing comprehensive solutions for a variety of client needs. Managed assets include MainStay Asset Allocation and Retirement Funds, mandates for third parties, and a customized strategy for the New York Life General Account.Read more
Joshua Monroe is a Director of Product Management at MainStay Investments covering the firm's municipal bond and asset allocation investment strategies. Adam Schrier is a Director of Product Management at MainStay Investments covering taxable fixed income and energy equity strategies.Read more
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