Jae Yoon is the Chief Investment Officer (CIO) of New York Life Investment Management (NYLIM) . He serves as the Chair of the Investment Governance Committee, responsible for the oversight of the investment performance of the strategies managed by NYLIM’s boutiques and affiliate portfolio teams. Additionally, Mr. Yoon leads the Strategic Asset Allocation & Solutions (SAS) team which oversees the portfolio management of Mainstay and third-party multi-asset strategies, and asset allocation services and economic analysis for New York Life. Previously, he was responsible for investment risk and strategy efforts at NYLIM’s investment affiliate MacKay Shields.
Prior to joining NYLIM, Mr. Yoon was Head of Quantitative Research, Analytics, and Risk Management globally at Western Asset Management. Previously, he was with Merrill Lynch
Investment Managers where he served as the Head of Risk and Performance for the Pacific and European Regions in Tokyo and London, respectively. Mr. Yoon also worked at JP Morgan Securities in Asia as regional head of Risk Management Control for Fixed Income and Equity Derivative Trading.
Mr. Yoon is a CFA® charterholder and holds a FINRA Series 3 and 7 registrations.