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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Michael Jin | Managing Director, Portfolio Manager and Sr Research Analyst | 2024 | now |
背景介紹 | Michael is a portfolio manager and senior research analyst for TD Epoch’s Shareholder Yield investment strategies. Prior to joining the firm in 2010, Michael was a Research Analyst at AllianceBernstein. Prior to AllianceBernstein, Michael worked as a corporate finance consultant at McKinsey & Company and as a process engineer at Praxair where he received four U.S. patents. He received his MBA from the University of Chicago, an MS from SUNY at Buffalo and an MS from the University of Notre Dame, and completed his undergraduate courses at the University of Science and Technology of China. | ||
Lin Lin | Portfolio Manager & Quantitative Research | 2024 | now |
背景介紹 | Lin is the Head of Quantitative Research and a portfolio manager for TD Epoch. Prior to joining TD Epoch in 2017, Lin was a vice president and equity strategist on the Global Quantitative Research team at Morgan Stanley, where she helped launch their global quantitative product and published research on a variety of topics, including stock selection and ESG investing. Before that, she was an assistant vice president and senior research analyst on the Quantitative Research and Portfolio Strategy team at Sanford C. Bernstein. Lin began her career as a consulting associate at FMI Corp. Lin has a B.A. in Economics from Nanjing University, and an M.A. in Economics from Duke University. | ||
Shu-Yang Tan | Portfolio Manager | 2023 | now |
背景介紹 | 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. | ||
Michael DePalma | Senior Managing Director, Co-Head of Global Fixed Income Team | 2023 | now |
背景介紹 | n/a | ||
Thomas Musmanno, CFA | Senior Managing Director | 2023 | now |
背景介紹 | 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. | ||
Neil Moriarty | Senior Managing Director , Co-Head of Global Fixed Income Team | 2018 | now |
背景介紹 | N/A | ||
Jae S. Yoon | Senior Managing Director | 2018 | now |
背景介紹 | Jae Yoon, CFA. From 2005-2009, Mr. Yoon was employed by New York Life Investments where he led the Investment Consulting Group. In 2009, Mr. Yoon joined MacKay Shields LLC as a Senior Managing Director responsible for Risk Management. In his role at MacKay Shields, Mr. Yoon worked side-by-side with the portfolio managers directly enhancing the risk management processes across all portfolios. In January 2011, Mr. Yoon re-joined New York Life Investments and leads the Investment Consulting Group. Mr. Yoon obtained a B.S. and a Masters degree from Cornell University and attended New York University’s Stern School of Business MBA program. He earned his Chartered Financial Analyst designation in 1998 and has been in the investment industry since 1991. | ||
Jonathan B. Swaney | Managing Director | 2018 | now |
背景介紹 | Jonathan Swaney was an employee of New York Life Investments from 1997-2009 and was responsible both for managing quantitative equity portfolios and performing research at New York Life Investments’ Equity Investors Group. Also within New York Life Investments, Mr. Swaney previously worked with the Investment Consulting Group and was a portfolio manager with the Quantitative Strategies unit. In 2009, Mr. Swaney joined Madison Square Investors LLC, an indirect, wholly-owned subsidiary of New York Life. While at Madison Square Investors LLC, Mr. Swaney was responsible both for managing quantitative equity portfolios and performing research. In January 2011, Mr. Swaney re-joined New York Life Investments as part of the Investment Consulting Group. Mr. Swaney began his career in financil services working on the fixed income desk at the Vanguard Group after earned his B.A. in Political Science from The College of William & Mary in 1991. He also spent several years with a hedge fund of funds before coming to New York Life Investments in 1997. | ||
Kera Van Valen | Managing Director, Portfolio Manager and Senior Research Analyst | 2014 | now |
背景介紹 | Kera is the lead portfolio manager for TD Epoch's Shareholder Yield strategies. Prior to joining the Shareholder Yield team, Kera was an analyst within the Quantitative Research and Risk Management team. Before joining the firm in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also worked at Credit Suisse Asset Management. Kera received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business. | ||
John M. Tobin | Managing Director, Portfolio Manager and Senior Research Analyst | 2014 | now |
背景介紹 | John is a portfolio manager for TD Epoch's Shareholder Yield strategies. Prior to joining the firm in 2012, John taught undergraduate economics as a lecturer at Fordham University. Before that he spent four years at HSBC Global Asset Management as a senior research analyst and almost twenty years at Credit Suisse Asset Management where he was a senior research analyst for the U.S. High Yield Bond team. Previously he worked at Bankers Trust Company where he began his career. John received AB, AM and PhD degrees in Economics from Fordham University. |
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