Jon Swaney
Portfolio Manager-Equities at New York Life Investment Management LLC
Profile
Mr. Jonathan Swaney is a Managing Director & Senior Portfolio Manager at New York Life Investment Management LLC.
He is part of Strategic Asset Allocation & Solutions (SAS) Group.
His current focus is on management of the MainStay and third party asset allocation strategies.
Prior to assuming this position, he has worked within several other units of New York Life Investments managing equity and asset allocation portfolios and providing investment product oversight.
Mr. Swaney began his career in financial services working on the fixed income desk at the Vanguard Group.
He also spent several years with a hedge fund of funds before coming to New York Life in 1997.
He graduated from the College of William & Mary in 1991.
Jon Swaney active positions
Companies | Position | Start |
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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 | - |
Former positions of Jon Swaney
Companies | Position | End |
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Pine Grove Associates, Inc.
Pine Grove Associates, Inc. Investment ManagersFinance Founded in 1994, Pine Grove Associates, Inc. is a registered investment Adviser that specializes in alternative investments. The firm is based in Summit, New Jersey. | Analyst-Equity | 1996-12-30 |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Trading-Fixed Income | - |
Training of Jon Swaney
The College of William & Mary | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
Pine Grove Associates, Inc.
Pine Grove Associates, Inc. Investment ManagersFinance Founded in 1994, Pine Grove Associates, Inc. is a registered investment Adviser that specializes in alternative investments. The firm is based in Summit, New Jersey. | Finance |
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