Jason Coburn, Cfa Email and Phone Number
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Jason Coburn, Cfa is a Advisor Consultant at New York Life Investments at New York Life Investments. He possess expertise in separately managed accounts, series 7, alternative investments, mutual funds, asset allocation and 29 more skills.
New York Life Investments
View- Website:
- morethaninvesting.com
- Employees:
- 476
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Advisor ConsultantNew York Life Investments Oct 2019 - PresentConnecticut, Westchester County & Hudson Valley•Present New York Life Investments’ products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.•Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics. •Work with sales team that consists of Internal Wholesalers and Client Portfolio Managers to develop sales of mutual funds, ETFs, interval funds, SMA, & Muni LP's, in existing territory. •Develop and strengthen a business plan to help maximize market share, assets and profitability for assigned territory. •Strive to be a premier provider of thought leadership for my assigned territory.
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Product SpecialistWater Island Capital, Llc Sep 2016 - Oct 2019Greater New York City Area -
Regional Sales DirectorHighland Capital Management, L.P. Nov 2012 - Jul 2016New York Metropolitan Area• Responsible for business development and client service across New York--including NYC, CT, and NJ for financial advisors across various broker-dealers, private banks, private wealth firms, RIAs, family offices, and consultants• Successful capital raise across a multitude of alternative funds that included investments across a wide range of strategies including long short equity, CLOs, distressed debt, event driven ideas and private equity• Worked with Portfolio Managers and marketing team to craft literature and presentations for potential investors• Provided quarterly reviews with largest clients with particular emphasis on the market outlook and subsequent portfolio positioning.• Consultative approach that focused on the addition/expansion of alternative investments within a portfolio. • Demonstrated superior sales growth year over yearo 2013: 285% sales increase YOY from 2012 (hired in November 2012)o 2014: 38% sales increaseo 2015: 16% sales increase• #1 Sales Territory: 2014 and 2015 -
Regional DirectorArtio Global Management Jan 2009 - Oct 2012Responsible for business development and client service across New York, NJ, MD, DC, VA, KY, and TN) from broker-dealers, independent advisors, private bank, private wealth firms, RIAs and family offices across a variety of products and asset classes.One of 5 regional directors responsible for a collective sales goal of 2.4Billion dollars. Sales spanned asset classes and investment vehicles (mutual funds, hedge funds, commingled funds, etc.)Employed a laser-like, top-down approach to the territory that centered on key financial advisors and RIAs (Barron’s Top 1000, Morgan Stanley Graystone, Merrill Lynch PBIG), and influential regional contacts.Conducted global fixed income and equity presentations to various conferences, institutional committees, and other comparable audiences where a Client Portfolio Manager may have presented in those situations.Provided quarterly reviews with largest clients with particular emphasis on the market outlook and subsequent portfolio positioning.Managed a team of 4 internal wholesalers to implement greater structure, and coordination across the entire group.
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Senior Client Service AssociateArtio Global Sep 2007 - Dec 2008Worked as a hybrid wholesaler covering the entire East Coast from Maine through Florida.Utilized Zephyr StyleAdvisor to illustrate complimentary benefits to financial advisors of blending Artio funds with other strategies within an overall asset allocation.
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Regional Sales RepresentativeOppenheimerfunds Aug 2005 - Sep 2007Developed and cultivated consultative sales relationships with financial advisors and stockbrokers to sell OppenheimerFunds products throughout Connecticut.Constructed portfolios using various financial instruments including, but not limited to, mutual funds, separately managed accounts, and hedge fund of funds to help clients achieve financial objectives based on various risk tolerances and restraintsConducted continuing education credit courses to financial advisors on numerous financial industry topics -
Product SpecialistOppenheimerfunds Feb 2004 - Aug 2005Handled inbound sales calls from financial advisors to assist them with portfolio allocations, product updates and enhancements, market updates, and to uncover sales opportunities
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Private Client SpecialistInvestprivate, Inc May 2003 - Jan 2004Developed presentations to sell financial products, specifically equities, mutual funds, and private placements that focused on the biotechnology sector of the market.
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Research AssociateEconomists Incorporated Jun 2001 - May 2003Performed quantitative and graphical analysis to support expert testimony of Ph.D. economists concerning economic damages, pending mergers, and alleged antitrust violations. Economic and financial analysis included market definition, competitive and monopolistic price determination, and economic and demographic forecasting -
Research AssistantBoard Of Governors, The Federal Reserve Board Of The United States Apr 2000 - May 2001Conducted research for price changes in the computer networking industry to evaluate technological change in the economy.Research“Can Football Executives Predict the Performance of Quarterbacks?” presented at The International Symposium on Forecasting, June 2001 in Atlanta, GA. Coauthor with Brian Boulier and H.O. Stekler “Prices for Local Area Network Equipment”, presented at the Brookings Institution Workshop on Communications Output and Productivity, February 23, 2001. Research assistant-authored by Mark Doms and Christopher Forman
Jason Coburn, Cfa Skills
Jason Coburn, Cfa Education Details
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Economics -
Mt. Hebron High School, Ellicott City, Md
Frequently Asked Questions about Jason Coburn, Cfa
What company does Jason Coburn, Cfa work for?
Jason Coburn, Cfa works for New York Life Investments
What is Jason Coburn, Cfa's role at the current company?
Jason Coburn, Cfa's current role is Advisor Consultant at New York Life Investments.
What is Jason Coburn, Cfa's email address?
Jason Coburn, Cfa's email address is ja****@****nts.com
What is Jason Coburn, Cfa's direct phone number?
Jason Coburn, Cfa's direct phone number is +121270*****
What schools did Jason Coburn, Cfa attend?
Jason Coburn, Cfa attended The George Washington University, Mt. Hebron High School, Ellicott City, Md.
What skills is Jason Coburn, Cfa known for?
Jason Coburn, Cfa has skills like Separately Managed Accounts, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial Analyst.
Who are Jason Coburn, Cfa's colleagues?
Jason Coburn, Cfa's colleagues are Priscila Rodrigues, Jason Smothers Sr., Tom Entwistle,, Eunjeong (E.j.) Chi, Jason M. Williams, Cima®, Lawrence Ji, Paul Mendoza.
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