Steven Goulart
Chief Investment Officer chez Metropolitan Life Insurance Co. (Investment Portfolio)
Fortune : 22 M $ au 31/03/2024
Profil
M. Steven J. Goulart est chef des placements et vice-président directeur chez MetLife, Inc. et MetLife Investment Management LLC, ainsi que chez Metropolitan Life Insurance Co. Il siège au conseil d'administration de la MetLife Foundation et du Tri-County Scholarship Fund. Nommé CIO en mai 2011, il supervise les 605,6 milliards de dollars d'actifs sous gestion de MetLife et plus de 900 professionnels de l'investissement et du soutien dans le monde entier. En 2012, il a dirigé le développement et le lancement de MIM, et en est le président. En août 2017, il a supervisé la séparation et la transition subséquente de la gestion du portefeuille d'investissement de 80 milliards de dollars de Brighthouse Financial, Inc. vers MIM, ainsi que l'acquisition réussie de Logan Circle Partners en septembre 2017. Parallèlement à ses responsabilités de DPI et de MIM, il a également occupé le poste de responsable par intérim des opérations de MetLife en Asie de novembre 2017 à août 2018. Avant de devenir CIO, il était directeur général principal et responsable de l'unité de gestion de portefeuille de MetLife depuis janvier 2011. Il a rejoint MetLife en 2006 pour diriger l'unité de fusions et d'acquisitions de la société, et a également été nommé trésorier en 2009. Avant de rejoindre MetLife, il était directeur général senior au sein du groupe des institutions financières de Bear Stearns. Avant de se joindre à Bear Stearns en 2001, il était directeur général du groupe mondial de l'assurance de Morgan Stanley. Avant de rejoindre Morgan Stanley en 1998, il était directeur général dans le groupe des institutions financières chez Merrill Lynch. Il a obtenu son diplôme de premier cycle à l'Université du Pacifique et un MBA à la Harvard Business School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
METLIFE, INC.
0,04% | 31/03/2023 | 302 816 ( 0,04% ) | 22 M $ | 31/03/2024 |
Postes actifs de Steven Goulart
| Sociétés | Poste | Début |
|---|---|---|
| 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 |
Anciens postes connus de Steven Goulart
| Sociétés | Poste | Fin |
|---|---|---|
| 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 | - |
Formation de Steven Goulart
| University of the Pacific | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| METLIFE, INC. | Finance |
| Entreprise privées | 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 |
