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Brendan O'Connor

Brendan O'Connor

Senior Associate at New York Life Investment Management LLC

Middletown, NJ , United States

About

Brendan O'Connor is a Senior Associate at New York Life Investments, based in Middletown, NJ, where he draws upon more than two decades of experience in asset management and investment operations. In his current role, he supports the firm's investment management activities, leveraging extensive experience across equity, fixed income, and multi-asset strategies, though specific sector focus is not explicitly detailed in public sources.

Previously, Brendan served nearly two decades at Lord, Abbett & Co. as Senior Associate, where he was involved in portfolio and investment management operations, and earlier was Assistant Vice-President at Groupama Asset Management, providing him with a broad foundation in institutional investment platforms. Across these roles, he developed a deep expertise in supporting investment processes and client operations within the asset management industry.

Brendan holds an MBA in Investment Management from Pace University’s Lubin School of Business and a Bachelor of Science in Business Administration from Bryant University. His professional background reflects a commitment to operational excellence and client service in leading investment management organizations.

Career History

OrganizationRoleDate RangeDetails
New York Life InvestmentsSenior AssociateNov 2021 to Present
Lord, Abbett & Co.Senior AssociateJan 2003 to Nov 2021
Groupama Asset ManagementAssistant Vice-PresidentDec 1997 to Nov 2002
AXA EquitableAccount ExecutiveJan 1994 to Jan 1997

Education

Pace University - Lubin School of Business

MBA, Investment Management

Bryant University

Bachelor of Science, Business Administration

Skills & Expertise

Separately Managed Accounts
UMA
APL
Managed Accounts
Tax Harvesting
Equities
Fixed Income
Convertibles
Equity Research
Series 7
Securities
Investment Strategies
ETFs
Asset Allocation
Asset Management
Bloomberg
Fund Accounting
Derivatives
Series 63
Convertible Bonds
Portfolio Management
Wealth Management
Investments
Trading
Equity Trading
Mutual Funds
Bonds
Alternative Investments
Managing Accounts
Investment Advisory
Investment Management

Others at New York Life Investment Management LLC (31)

NameRoleLocation
Alexander Kim
Alexander Kim
Portfolio AnalystNew York, NY , United States
Celeste Burns
Celeste Burns
Senior Associate - ESG AnalystNew York, NY , United States
Fred Talledo
Fred Talledo
AnalystNew York, NY , United States
I
Induranga Jayewardene
Portfolio AnalystNew York, NY , United States
Johnny Tucker
Johnny Tucker
PartnerOverland Park, KS , United States
L
Luke Melton
Senior Associate-Private Equity Portfolio ManagementCA , United States
L
Lynnette Ortega
AssociateRidgefield, NJ , United States
Mina Fahim
Mina Fahim
Senior AssociateNew York, NY , United States
T
Tejram Ramjattan
Senior PartnerMelville, NY , United States
V
Vitiello Noel
Senior AssociateNY , United States
Showing 1-10 of 31 team members