Advisors at this firm
Christopher L
Series 63, Series 65
Potomac, MD
New York Life Investment Management LLC
Christopher Leo is a financial advisor at New York Life Investment Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC and Legg Mason & Co. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset, tactical investment approach and manages over $111 billion in discretionary assets.
Martin L
Series 63, Series 66
Chesterfield, MO
New York Life Investment Management LLC
Martin Lastrina is a financial advisor at New York Life Investment Management LLC with 10 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Prudential Annuities Distributors, Inc., as well as management experience at The Metafield eSports Complex. He holds Series 63 and Series 66 licenses. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm utilizes a multi-asset allocation process and offers a range of strategies through its Multi-Asset Solutions team, Managed Accounts Group, and registered funds division.
Jonathan W
Series 66
Glencoe, IL
New York Life Investment Management LLC
Jonathan Weitz is a financial advisor at New York Life Investment Management LLC with 20 years of industry experience. He holds a Series 66 designation and has been with New York Life since 2013. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset, top-down approach combined with proprietary indices and operates across multiple business units, managing over $111 billion in discretionary assets as of the end of 2024.
Raynnier H
ChFC®, Series 63
New York, NY
New York Life Investment Management LLC
Raynnier Higgins Coronell is a financial advisor at New York Life Investment Management LLC with six years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Stonex Group Inc. and Mass Mutual Investors Services. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a top-down asset allocation process and offers a range of strategies through distinct business units, managing over $111 billion in discretionary assets as of December 31, 2024.
Shane M
Series 66
New York, NY
New York Life Investment Management LLC
Shane Murphy is a financial advisor at New York Life Investment Management LLC with eight years of industry experience. He holds the Series 66 designation and has worked at New York Life in two separate periods totaling eight years, with prior experience at UBS Financial Services and Haren Pools. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm manages over $111 billion in discretionary assets and offers investment solutions through multiple specialized business units, utilizing a combination of macroeconomic analysis, risk modeling, and proprietary indices in its portfolio construction.
Amanda C
Series 66
Seattle, WA
New York Life Investment Management LLC
Amanda Chomyszak is a Series 66-licensed financial advisor with New York Life Investment Management LLC, based in Seattle, WA, and has 17 years of industry experience. She has been with New York Life Insurance Company since 2010. Outside of her advisory role, she serves on the investment committee for the Executive Women International Scholarship Fund of Western Washington. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset, top-down investment approach and operates distinct business units focused on multi-asset solutions, managed accounts, and registered funds, managing over $111 billion in discretionary assets as of December 31, 2024.
Justin A
Series 63, Series 66
New York, NY
New York Life Investment Management LLC
Justin Aisenbaum is a financial advisor at New York Life Investment Management LLC with 11 years of industry experience. He has held roles at New York Life since 2018 and previously worked at Citigroup and Russell Tobin Associates. He holds the Series 63 and Series 66 designations. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a wide range of clients, including investment companies, retirement plans, and corporations. The firm employs a multi-asset, tactical investment approach and manages over $111 billion in discretionary assets.
Brian W
Series 66
Tulsa, OK
New York Life Investment Management LLC
Brian Wilson is a financial advisor with New York Life Investment Management LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at New York Life since 2018 and previously spent 15 years with Lord Abbett Distributor LLC. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset approach and manages over $111 billion in discretionary assets, offering services through specialized teams focused on asset allocation, managed accounts, and registered funds.
Bernardo L
Series 63, Series 65
Miami, FL
New York Life Investment Management LLC
Bernardo Lozano is a financial advisor with New York Life Investment Management LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at firms such as Participant Capital Advisors, Masttro, and Thrivent Financial. Outside of his advisory work, he manages an LLC related to his spouse’s photography business. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset allocation approach and offers a range of strategies through its Multi-Asset Solutions team and Managed Accounts Group, managing over $111 billion in discretionary assets.
Robert W
Series 66
Ridgewood, NJ
New York Life Investment Management LLC
Robert Wojehowski is a financial advisor at New York Life Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at New York Life Investments since 2014. Outside of his advisory role, he is an executive coach and owner of Diamond Lotus Coaching. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a top-down asset allocation process and utilizes proprietary indices, managing over $111 billion in discretionary assets as of December 31, 2024.
Deborah V
Series 63
Long Beach, CA
New York Life Investment Management LLC
Deborah Vince is a financial advisor with New York Life Investment Management LLC, holding a Series 63 designation and 30 years of industry experience. She has been with New York Life Investments since 2009. Outside of her advisory role, she is a partner and investor in Gold Finch Land LLP, a farming business, and serves as Board Chair for Su Casa - Ending Domestic Violence, a nonprofit organization in Long Beach, CA. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset investment approach that integrates macroeconomic analysis, risk modeling, and derivative instruments, managing over $111 billion in discretionary assets as of December 31, 2024.
Colby H
Series 63, Series 66
San Francisco, CA
New York Life Investment Management LLC
Colby Hosmer is a financial advisor at New York Life Investment Management LLC with Series 63 and Series 66 credentials and approximately seven years of industry experience. His prior roles include positions at T. Rowe Price, John Hancock Investment Management, and The Vanguard Group. Outside of his advisory work, he is involved with JCCSF. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset solutions approach and offers a range of model portfolios and strategies, managing over $111 billion in discretionary assets as of December 31, 2024.
William H
Series 66
New York, NY
New York Life Investment Management LLC
William Hofving is a financial advisor at New York Life Investment Management LLC with two years of industry experience. He holds a Series 66 designation and has held positions at Apogem Capital and MacKay Shields prior to joining New York Life Investments. His earlier work history includes roles outside the financial industry. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a broad client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset approach combining macroeconomic analysis, risk modeling, and derivative instruments, and manages over $111 billion in discretionary assets.
Amine K
Series 63, Series 65
Somerset, NJ
New York Life Investment Management LLC
Amine Khater is a financial advisor at New York Life Investment Management LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a diverse client base, including investment companies, retirement plans, and corporations. The firm employs a multi-asset investment approach with specialized teams and manages over $111 billion in discretionary assets.
Cory M
Series 63, Series 66
Norwell, MA
New York Life Investment Management LLC
Cory Mc Grath is a financial advisor with New York Life Investment Management LLC, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Eaton Vance Management and LPL Financial. New York Life Investment Management LLC provides discretionary and non-discretionary investment advisory services to a broad client base, including investment companies, retirement plans, and corporations. The firm utilizes a multi-asset, tactical approach combined with model portfolios and proprietary indices, managing over $111 billion in discretionary assets as of December 31, 2024.