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Jae S. Yoon, CFA
Chief Investment Officer at New York Life Investment Management
Jae S. Yoon, CFA is a prominent figure in the investment management industry, currently serving as the Chief Investment Officer (CIO) for New York Life Investment Management (NYLIM), the asset management business of New York Life Insurance Company.1 He has held this position since November 2010, bringing over a decade of leadership to the role.1
Career Highlights
Throughout his career, Yoon has accumulated extensive experience in various aspects of investment management:
- New York Life Investment Management: As CIO, he leads the Strategic Asset Allocation & Solutions (SAS) team, overseeing portfolio management of Mainstay and third-party multi-asset strategies.2
- MacKay Shields: Served as Senior Managing Director from December 2008 to November 2010.1
- Western Asset Management: Held the position of Global Head of Quant Research/Risk/Analytics from January 2003 to January 2005.1
- Merrill Lynch Investment Managers: Worked as Managing Director-Head Risk and Performance EMEA-Pacific from April 2000 to December 2002.1
- J.P. Morgan: Served as Vice President - Head of Risk Control (Asia) in Tokyo, Japan from June 1997 to April 2000.1
Education and Certifications
Yoon's educational background includes:
- Cornell University: Earned a B.S. in Electrical Engineering (1986-1990) and a Master of Engineering in Operations Research (1990-1991).1
- Harvard Business School: Completed a Continuing Education Program in Finance.1
- CFA Charterholder: Holds the Chartered Financial Analyst (CFA) designation.1
Additionally, he possesses FINRA Series 7 and 3 licenses.1
Recognition
In November 2016, Yoon received the Irving Kahn Lifetime Achievement Award from the New York Society of Security Analysts. This prestigious award recognizes individuals who have made distinctive contributions to the investment industry and demonstrated true leadership.1
Jae S. Yoon is active on social media platforms such as LinkedIn and Twitter, where he shares insights on market trends, investment strategies, and economic outlooks.345
