Steven Goulart
Chief Investment Officer bij Metropolitan Life Insurance Co. (Investment Portfolio)
Vermogen: 21 M $ op 29-02-2024
Profiel
De heer Steven J. Goulart is Chief Investment Officer & Executive Vice President bij MetLife, Inc., MetLife Investment Management LLC en bij Metropolitan Life Insurance Co. Hij zit in de Raad van Bestuur van MetLife Foundation en Tri-County Scholarship Fund. Hij werd in mei 2011 benoemd tot CIO en houdt toezicht op het totale beheerde vermogen van MetLife van $ 605,6 miljard en op meer dan 900 beleggings- en ondersteuningsprofessionals over de hele wereld. In 2012 leidde hij de ontwikkeling en lancering van MIM, en fungeert als de voorzitter ervan. In augustus 2017 overzag hij de scheiding en daaropvolgende overgang van het beheer van de beleggingsportefeuille van $ 80 miljard van Brighthouse Financial, Inc. naar MIM, en de succesvolle overname van Logan Circle Partners in september 2017. In combinatie met zijn CIO- en MIM-verantwoordelijkheden, diende hij ook als interim-hoofd van MetLife's activiteiten in Azië van november 2017 tot augustus 2018. Voordat hij CIO werd, was hij sinds januari 2011 senior managing director en hoofd van MetLife's portfolio management unit. Hij kwam in 2006 bij MetLife aan het hoofd staan van de eenheid fusies en overnames van het bedrijf, en in 2009 werd hij ook benoemd tot penningmeester. Voordat hij bij MetLife in dienst trad, was hij senior managing director in de groep financiële instellingen van Bear Stearns. Voordat hij in 2001 bij Bear Stearns in dienst trad, was hij managing director in de wereldwijde verzekeringsgroep van Morgan Stanley. Voordat hij in 1998 bij Morgan Stanley in dienst trad, was hij managing director in de groep financiële instellingen bij Merrill Lynch. Hij behaalde zijn doctoraal aan de University of the Pacific en een MBA aan de Harvard Business School.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
METLIFE, INC.
0.04% | 31-03-2023 | 302 816 ( 0.04% ) | 21 M $ | 29-02-2024 |
Actieve functies van Steven Goulart
Bedrijven | Functie | Begin |
---|---|---|
MetLife Foundation | Director/Board Member | - |
Tri-County Scholarship Fund | Director/Board Member | - |
Metropolitan Life Insurance Co. (Investment Portfolio)
Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Chief Investment Officer | 01-05-2011 |
Eerdere bekende functies van Steven Goulart
Bedrijven | Functie | Einde |
---|---|---|
METLIFE, INC. | Chief Investment Officer | 31-08-2023 |
MetLife Investment Management LLC
MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Chief Executive Officer | 31-08-2023 |
Walnut Street Securities, Inc.
Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Treasurer | 01-04-2013 |
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Corporate Officer/Principal | 01-04-2011 |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | Corporate Officer/Principal | - |
Opleiding van Steven Goulart
University of the Pacific | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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METLIFE, INC. | Finance |
Bedrijven in privébezit | 10 |
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Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Metropolitan Life Insurance Co.
Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Finance |
Walnut Street Securities, Inc.
Walnut Street Securities, Inc. Investment ManagersFinance A subsidiary of MetLife, Inc., Walnut Street Securities, Inc. is an investment advisor headquartered in New York City with additional offices nationwide. The firm was founded in1985. | Finance |
MetLife Investment Management LLC
MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Finance |
MetLife Foundation | |
Tri-County Scholarship Fund | |
Morgan Stanley Group, Inc. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Metropolitan Life Insurance Co. (Investment Portfolio)
Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Finance |
Court Appointed Special Advocates of Morris & Sussex Counties |