Jeff Phlegar
Chief Executive Officer at MacKay Shields LLC
Profile
Mr. Jeffrey S.
Phlegar is a Chairman & Chief Executive Officer at MacKay Shields LLC.
He is on the Board of Directors at MacKay Shields High Yield Crossover Portfolio.
He is responsible for setting the firm’s strategy and leading the organization as it implements these goals across its fixed income business.
This includes oversight of the portfolio management teams, enterprise risk, sales and new product development.
He is a member of the firm’s Board of Managers and leads the Senior Leadership Team.
He also serves as Vice Chairman of New York Life Investments International, the international arm of New York Life Investment Management.
He has been working in the investment industry since 1987.
Mr. Phlegar joined MacKay Shields in December 2011 after 18 years of service at AllianceBernstein, where he served most recently as president of Special Opportunities and Advisory Services, responsible for building a variety of new business initiatives, including the firm’s new alternatives platform.
From 2004 to 2008, he co-led AllianceBernstein’s fixed income division as executive vice president and chief investment officer.
In this role, he was responsible for overseeing all aspects of the firm’s fixed income business, including oversight of its portfolio management, research and risk management teams, client relationships worldwide, as well as the development and implementation of new products and successful strategies for distribution, servicing and technology/operations.
His previous roles at AllianceBernstein included serving as Director of U.S.
Fixed Income and Insurance, Director of Liquid Markets/MBS and portfolio manager for Taxable Fixed Income & Insurance.
Prior to joining AllianceBernstein in 1993, he had portfolio manager responsibilities at Equitable Capital Management and served as a fixed income product specialist at Dreyfus Corporation.
Mr. Phlegar earned his MBA from Adelphi University and a BBA at Hofstra University.
Jeff Phlegar active positions
| Companies | Position | Start |
|---|---|---|
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). | Chief Executive Officer | 2011-11-30 |
MacKay Shields High Yield Crossover Portfolio
 MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance MacKay Shields High Yield Crossover Portfolio operates as a pooled investment fund. The company is headquartered in Dublin, Ireland. | Director/Board Member | - |
Former positions of Jeff Phlegar
| Companies | Position | End |
|---|---|---|
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Head-Fixed Income Invts | 2011-11-29 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Corporate Officer/Principal | 1992-12-30 |
| Equitable Capital Management Corp. | Corporate Officer/Principal | 1987-12-30 |
Foursquare Capital Corp.
 Foursquare Capital Corp. Investment Banks/BrokersFinance Foursquare Capital Corp. engages in acquiring, financing, and managing a portfolio of commercial mortgage-backed securities, residential mortgage-backed securities, commercial and residential mortgage loans, real estate-related securities, asset-backed securities, and other financial assets. The company was founded in June 2009 and is headquartered in New York, NY. | Chief Investment Officer | - |
Training of Jeff Phlegar
| Adelphi University | Masters Business Admin |
| Hofstra University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | 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 |
Foursquare Capital Corp.
Foursquare Capital Corp. Investment Banks/BrokersFinance Foursquare Capital Corp. engages in acquiring, financing, and managing a portfolio of commercial mortgage-backed securities, residential mortgage-backed securities, commercial and residential mortgage loans, real estate-related securities, asset-backed securities, and other financial assets. The company was founded in June 2009 and is headquartered in New York, NY. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
MacKay Shields High Yield Crossover Portfolio
MacKay Shields High Yield Crossover Portfolio Financial ConglomeratesFinance MacKay Shields High Yield Crossover Portfolio operates as a pooled investment fund. The company is headquartered in Dublin, Ireland. | Finance |
| Equitable Capital Management Corp. |
- Stock Market
- Insiders
- Jeff Phlegar
