Yritä tehdä uusi haku
Nimi | Otsikko | Vuodesta | Saakka |
---|---|---|---|
Mark Kehoe | - | 2022 | now |
Shu-Yang Tan | Portfolio Manager | 2017 | now |
Elämäkerta | 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. | ||
Matt Jacob | - | 2017 | now |
Elämäkerta | Mr. Jacob is a Managing Director and Senior Portfolio Manager on the Global Credit team and also a member of the Investment Policy Committee. As the Co-Chair of the Credit Committee, Mr. Jacob is responsible for corporate credit investments across all the group’s portfolios as well as dedicated corporate investment grade, high yield and bank loan strategies. He joined the firm as a Portfolio Analyst for the Global Fixed Income team in February 2011. He came to MacKay Shields from KDI Capital Partners where as an Equity Sector Leader for the firm’s fundamental research efforts in the core consumer sector. Prior to KDI, he worked at Buckingham Research Group and Johnson Rice & Company, LLC, where he gained extensive experience in equity sales and research. Mr. Jacob received his MBA with a concentration in Finance from Tulane University, Freeman School of Business in 2006 and a BS in Finance with a specialization in Internal Audit from Louisiana State University in 2001. He has been in the investment research industry since 2002. | ||
Steve Friedman | - | 2017 | now |
Cameron White | Managing Director | 2017 | now |
Elämäkerta | Cameron is Head of Fundamental Research supporting the Global Credit and Global Fixed Income teams. He is also a Portfolio Manager and part of the Global Credit leadership responsible for the group’s portfolios across corporate investment grade, high yield and bank loan strategies. Cameron joined MacKay Shields in 2019 as a Senior Credit Analyst on the Global Fixed Income team covering the energy and utilities sectors. Most recently, he was a Senior Credit Analyst at Apex Credit Partners LLC. Earlier in his career, Cameron held credit analyst roles at MetLife Investments and Deutsche Bank Securities. He has a BA in Economics from Colgate University, an MBA from Cornell University and is a CFA charterholder. Cameron has been in the financial services industry since 2004. | ||
Alexandra Wilson-Elizondo | Head | 2017 | 2023 |
Elämäkerta | Alexandra Wilson-Elizondo Head of multi-asset funds and model portfolio management within the Multi-Asset Solutions Group; employed with Goldman Sachs Asset Management, L.P. since 2021; prior to 2021, employed by MacKay Shields as an Associate Director since 2015. Prior to joining MacKay Shields, Ms. Wilson-Elizondo was a Manager, Senior Trader, and ETF Trader at Vanguard, managing corporate credit for Vanguard’s index funds and with responsibilities in index management ETF construction and trading (2008 – 2015). Ms. Wilson-Elizondo received a BA from Haverford College. | ||
Joseph Cantwell | Portfolio Manager | 2017 | 2023 |
Elämäkerta | Joe joined MacKay Shields in August 2013 as a Director within the Global Fixed Income Team. Prior to joining MacKay, Joe worked at Goldman Sachs Asset Management for three years as a High Yield Analyst and also had portfolio management responsibilities for the corporate allocation of the Strategic Income strategy. From 2007 to 2010, he worked as a Research Analyst for Silvermine Capital where his primary focus was bank loans. Earlier in his career, he worked at Morgan Stanley as a Credit Analyst. Joe received a BA in Spanish from Georgetown University and his MBA from Columbia Business School. He has been in the financial services industry since 2002. | ||
Dan Roberts | Managing Director | 2008 | 2023 |
Elämäkerta | Dan is an active research analyst for Nuveen's equities team and serves as portfolio manager for an international strategy. He is responsible for following the U.S. and European media sectors. In addition, Dan runs the Global Consumer Strategy. Prior to joining the firm in 2003, Dan was a sell side analyst at Charterhouse Securities, ING and Commerzbank. He entered the investment industry in 1996. Dan graduated with a double honors degree, a bachelor’s of Engineering and a bachelor’s of Commerce from Birmingham University in the U.K. | ||
Eric Gold | Managing Director, Senior Portfolio Manager | 2017 | 2017 |
Elämäkerta | Eric is the Head of the Global Credit team, Co-Head of the Credit Committee and a member of the Investment Policy Committee. Eric is responsible for leadership and oversight of the team’s strategies, spanning high yield, loans and investment grade credit. Before joining the Global Credit team, Eric served as a Managing Director on the MacKay High Yield team. Over his tenure at MacKay Shields, Eric has been active in credit analysis and portfolio construction, covering a wide array of industry sectors across the credit universe. Prior to joining MacKay Shields in 2010, he was a sell-side Analyst covering the telecommunications, cable and media sectors at Sterne Agee & Leach, Inc. Previously, he was an Analyst at BlackRock and a sell-side Analyst at Grantchester Securities where he was ranked by Institutional Investor as the #1 analyst in the wireless telecommunications sector for 1999, 2000, 2001 and 2002. Eric received a BA from Vassar College and an MBA from New York University. He has been working in the investment industry since 1987. |
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