Steven Goulart
Chief Investment Officer presso Metropolitan Life Insurance Co. (Investment Portfolio)
Patrimonio netto: 22 M $ in data 31/03/2024
Profilo
Steven J. Goulart è Chief Investment Officer & Executive Vice President di MetLife, Inc., MetLife Investment Management LLC e Metropolitan Life Insurance Co. Fa parte del Consiglio di amministrazione della MetLife Foundation e del Tri-County Scholarship Fund. Nominato CIO nel maggio 2011, supervisiona i 605,6 miliardi di dollari di patrimonio totale gestito da MetLife e più di 900 professionisti dell'investimento e del supporto in tutto il mondo. Nel 2012, ha guidato lo sviluppo e il lancio di MIM, di cui è presidente. Nell'agosto 2017, ha supervisionato la separazione e la successiva transizione della gestione del portafoglio di investimenti da 80 miliardi di dollari di Brighthouse Financial, Inc. a MIM, e la riuscita acquisizione di Logan Circle Partners nel settembre 2017. In concomitanza con le sue responsabilità CIO e MIM, ha anche servito come capo ad interim delle operazioni di MetLife in Asia da novembre 2017 ad agosto 2018. Prima di diventare CIO, è stato senior managing director e capo dell'unità di gestione del portafoglio di MetLife dal gennaio 2011. È entrato in MetLife nel 2006 per dirigere l'unità di fusioni e acquisizioni della società, e nel 2009 è stato anche nominato tesoriere. Prima di entrare in MetLife, è stato senior managing director nel gruppo istituzioni finanziarie di Bear Stearns. Prima di entrare in Bear Stearns nel 2001, è stato amministratore delegato nel gruppo assicurativo globale di Morgan Stanley. Prima di entrare in Morgan Stanley nel 1998, è stato amministratore delegato nel gruppo istituzioni finanziarie di Merrill Lynch. Si è laureato all'Università del Pacifico e ha conseguito un MBA alla Harvard Business School.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
METLIFE, INC.
0.04% | 31/03/2023 | 302 816 ( 0.04% ) | 22 M $ | 31/03/2024 |
Posizioni attive di Steven Goulart
| Società | Posizione | Inizio |
|---|---|---|
| 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 |
Precedenti posizioni note di Steven Goulart
| Società | Posizione | Fine |
|---|---|---|
| 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 | - |
Formazione di Steven Goulart
| University of the Pacific | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| METLIFE, INC. | Finance |
| Aziende private | 10 |
|---|---|
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 |
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