Steven Goulart
Chief Investment Officer bei Metropolitan Life Insurance Co. (Investment Portfolio)
Vermögen: 22 Mio $ am 31.03.2024
Profil
Herr Steven J. Goulart ist Chief Investment Officer & Executive Vice President bei MetLife, Inc. und MetLife Investment Management LLC sowie bei Metropolitan Life Insurance Co. Er ist Mitglied des Verwaltungsrats der MetLife Foundation und des Tri-County Scholarship Fund. Im Mai 2011 wurde er zum CIO ernannt und beaufsichtigt das gesamte verwaltete Vermögen von MetLife in Höhe von 605,6 Milliarden US-Dollar sowie mehr als 900 Investment- und Support-Experten auf der ganzen Welt. Im Jahr 2012 leitete er die Entwicklung und den Start von MIM und fungiert als dessen Präsident. Im August 2017 überwachte er die Abtrennung und den anschließenden Übergang des 80-Milliarden-Dollar-Investmentportfolio-Managements von Brighthouse Financial, Inc. zu MIM sowie die erfolgreiche Übernahme von Logan Circle Partners im September 2017. In Verbindung mit seinen CIO- und MIM-Verantwortlichkeiten war er von November 2017 bis August 2018 auch Interimsleiter von MetLifes Geschäften in Asien. Bevor er CIO wurde, war er seit Januar 2011 Senior Managing Director und Leiter der Portfolio-Management-Einheit von MetLife. Er kam 2006 zu MetLife, um die Mergers & Acquisitions-Einheit des Unternehmens zu leiten, und wurde 2009 auch zum Treasurer ernannt. Bevor er zu MetLife kam, war er Senior Managing Director in der Financial Institutions Group von Bear Stearns. Bevor er 2001 zu Bear Stearns kam, war er Managing Director in der globalen Versicherungsgruppe von Morgan Stanley. Bevor er 1998 zu Morgan Stanley kam, war er Managing Director in der Financial Institutions Group bei Merrill Lynch. Er erhielt seinen Bachelor-Abschluss von der University of the Pacific und einen MBA von der Harvard Business School.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
METLIFE, INC.
0,04% | 31.03.2023 | 302 816 ( 0,04% ) | 22 Mio $ | 31.03.2024 |
Aktive Positionen von Steven Goulart
| Unternehmen | Position | Beginn |
|---|---|---|
| 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 |
Ehemalige bekannte Positionen von Steven Goulart
| Unternehmen | Position | Ende |
|---|---|---|
| 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 | - |
Ausbildung von Steven Goulart
| University of the Pacific | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| METLIFE, INC. | Finance |
| Private Unternehmen | 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 |
