Tao Ling
Corporate Vice President - Manager Research and Due Diligence at New York Life Insurance Company
- Role
- Head of Investment Research, Wealth Management at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Tao Ling
10+ years of Wealth Management business experience in due diligence, manager selection, asset allocation, portfolio construction, and business development Superior analytical, investment research, communication, and leadership skills
Experience
Head of Investment Research, Wealth Management
Apr 2011 — Present · New York, NY, US
Oversee due diligence efforts for the evaluation, selection and ongoing monitoring of Separately Managed Accounts (SMA), Mutual Funds, and asset allocation strategies for the firm’s investment advisory platform• Provide quarterly investment updates on the performance and portfolio positioning of investment strategies to investment advisors and senior management• Present investment topics at various conferences; develop training curriculum, marketing brochures and education materials for advisors• Developed the due diligence process, policies, and procedures including the creation of research reports and analytical models/templates• Created the quantitative screening and qualitative review process for the selection of Exchange Traded Products (ETFs and ETNs) available list• Developed strategic proprietary model portfolios with the integration of cash value of life insurance policies; responsible for asset allocation, investment selection, operation, and distribution of model portfolios
Education
Harbin Institute of Technology
Bachelor of Engineering (B.E.), Electrical Engineering
1995 — 1999
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Financial Management
2003 — 2006
New York University
Master of Science (M.S.), Computer Science
2000 — 2002
Skills
- Fixed Income
- Portfolio Management
- Securities
- Portfolio Construction
- Investments
- Asset Management
- Valuation
- Equities
- Strategy
- Investment Advisory
- Investment Strategies
- Wealth Management
- Asset Allocation
- Mutual Funds
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