Eric Pettway
Chief Investment Officer bij Journey Advisory Group LLC
Profiel
Mr. Richard E.
Pettway, CFA MBA, is a Chief Investment Officer at Journey Advisory Group LLC.
Mr. Pettway has been in the investment industry since 1998 and has been a Senior Portfolio Manager and Analyst for high and ultra-high net worth individuals and their families, as well as foundations and endowments.
Mr. Pettway was also employed as an Associate Director by MacKay Shields LLC, a Vice President by New York Life Investment Management LLC, and a Senior Consultant by Pricewaterhouse LLP.
He holds a Bachelor of Science degree in Computer Information Systems and an MBA in Finance, with a specialization in investment management, from Indiana University’s Kelley School of Business.
He is a CFA charter holder and is a Board Member of the CFA Society Cincinnati.
Actieve functies van Eric Pettway
| Bedrijven | Functie | Begin |
|---|---|---|
Journey Advisory Group LLC
 Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Chief Investment Officer | 01-08-2020 |
Eerdere bekende functies van Eric Pettway
| Bedrijven | Functie | Einde |
|---|---|---|
MacKay Shields LLC
 MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Analyst-Equity | 01-01-2008 |
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. | Corporate Officer/Principal | 31-12-2000 |
| Pricewaterhouse LLP | Corporate Officer/Principal | 31-12-2000 |
Opleiding van Eric Pettway
| Indiana University-Purdue University | Masters Business Admin |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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MacKay Shields LLC
MacKay Shields LLC Investment ManagersFinance MacKay Shields LLC is a registered investment advisor headquartered in New York City. The original predecessor to the firm, MacKay-Shields Economics, was founded in 1938 as an economic consulting firm and it became MacKay Shields Financial Corp. (MSFC) in 1969. In 1984, MSFC was purchased by New York Life Insurance Co. (NYLIC). NYLIC established New York Life Investment Management Holdings LLC (NYLIM Holdings) in 1999 and transferred ownership of MSFC to NYLIM Holdings. In 1999, MSFC was converted to MacKay Shields LLC. The ownership, control and management of MacKay Shields did not change as a result of this conversion. The firm is wholly owned by NYLIM Holdings, which is wholly-owned by NYLIC. MacKay Shields provides discretionary investment management services primarily to institutional clients. The firm is a signatory of the United Nation Principles for Responsible Investment (UNPRI). | Finance |
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 |
| Pricewaterhouse LLP | Commercial Services |
Journey Advisory Group LLC
Journey Advisory Group LLC Investment ManagersFinance Journey Advisory Group LLC (JAG) is a SEC-registered investment adviser and wealth management firm headquartered in Covington, Kentucky. The firm was founded by Tyler Lang and Stevan Lang in 1959 as Dynasty Advisor Group LLC. In 2022, they were acquired by Allworth Financial LP, which is owned by Allworth Financial Group LP. JAG provides discretionary investment advisory and financial planning services to individuals, high net-worth individuals, trusts and estates, charitable organizations, corporations or other business entities, pension and profit-sharing plans, and individual participants of retirement plans. | Finance |