Education
Bachelor of Science in Economics, Cornell University, 1978.
Bachelor of Science in Economics, Cornell University, 1978.
Securities, commodities broker & equity portfolio manager Merrill Lynch Investment Managers (MLIM), chairman, Pacific Region, senior vice president & chief investment officer, president, chief operating officer Princeton, New Jersey. Manager McMorgan & Company LLC. Member, executive management committee New York Life Insurance Company.
President, Chief Executive Officer, chairman, investment committee & chairman, holdings compliance committee New York Life Investment Management LLC (subsidiary New York Life Investment Management Holdings LLC). President New York Life Investment Management Holdings LLC, 2004—2009, Chief Executive Officer, 2006—2009. Member MainStay Funds.
Chairman NYLIFE Distributors LLC. Joined TD Asset Management, Inc. (subsidiary The Toronto-Dominion Bank), 2009, executive vice president, wealth management, Chief Executive Officer.
Board directors Institutional Capital Corporation (ICAP). Board managers MacKay Shields LLC.
Board governors Investment Company Institute (ICI). Board directors United States of America Swimming Foundation.