Francis Ok
Portfolio Manager-Equities at IndexIQ Advisors LLC
Francis Ok active positions
Companies | Position | Start | End |
---|---|---|---|
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Portfolio Manager-Equities | 1994-04-30 | - |
Career history of Francis Ok
Former positions of Francis Ok
Companies | Position | Start | End |
---|---|---|---|
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Trading-Equity | 2017-12-31 | 2023-03-31 |
Portfolio Manager-Equities | 2017-12-31 | 2023-03-31 | |
Cornerstone Capital Management Holdings LLC
Cornerstone Capital Management Holdings LLC Investment ManagersFinance Founded in 2009, Cornerstone Capital Management Holdings LLC (CCMH) is a registered investment advisor located in New York City. The firm was originally formed as the Equity Investments Group division within New York Life Investment Management LLC. They were also known as Madison Square Investments LLC. Cornerstone Capital Management Holdings is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. They were formerly known as Madison Square Investors LLC. CCMH provides a broad array of investment advisory services to institutions, pension and profit sharing plans, trusts and charitable organizations including foundations and non-profits, corporations and other business and government entities. They also provide advisory or sub-advisory services to trust companies, Taft-Hartley funds, private investment funds and a collective trust. The firm provides sub-advisory services to The MainStay Funds, a group of open-end funds sponsored and advised by their affiliate New York Life Investments. CCMH sponsors and provides advisory services to the Cornerstone Market Neutral Fund LLC, a private investment fund. | Trading-Equity | 2008-12-31 | 2017-12-31 |
Portfolio Manager-Equities | 2008-12-31 | 2017-12-31 | |
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Portfolio Manager-Equities | 2000-02-29 | 2008-12-30 |
Training of Francis Ok
Northeastern University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Portfolio Manager-Equities | 4 |
Trading-Equity | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
New York Life Investment Management LLC
New York Life Investment Management LLC Investment ManagersFinance New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities. | Finance |
Cornerstone Capital Management Holdings LLC
Cornerstone Capital Management Holdings LLC Investment ManagersFinance Founded in 2009, Cornerstone Capital Management Holdings LLC (CCMH) is a registered investment advisor located in New York City. The firm was originally formed as the Equity Investments Group division within New York Life Investment Management LLC. They were also known as Madison Square Investments LLC. Cornerstone Capital Management Holdings is a subsidiary of New York Life Investment Management Holdings LLC and their ultimate parent is New York Life Insurance Co. They were formerly known as Madison Square Investors LLC. CCMH provides a broad array of investment advisory services to institutions, pension and profit sharing plans, trusts and charitable organizations including foundations and non-profits, corporations and other business and government entities. They also provide advisory or sub-advisory services to trust companies, Taft-Hartley funds, private investment funds and a collective trust. The firm provides sub-advisory services to The MainStay Funds, a group of open-end funds sponsored and advised by their affiliate New York Life Investments. CCMH sponsors and provides advisory services to the Cornerstone Market Neutral Fund LLC, a private investment fund. | Finance |
MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Finance |
IndexIQ Advisors LLC
IndexIQ Advisors LLC Investment ManagersFinance IndexIQ Advisors LLC (IndexIQ) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 and is wholly owned subsidiary of IndexIQ LLC. They became an indirect wholly owned subsidiary of New York Life Insurance Co. in 2015. IndexIQ provides a broad array of investment advisory services to registered investment advisers, broker-dealers, Registered Funds operating as ETFs and Mutual Funds, and other clients. The firm offers its services to UMA, Wrap, and other advisory programs of third-party sponsors. | Finance |
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