Edward is a Senior Managing Director and Head of Convertibles at MacKay Shields, where he oversees the management and research of the firm’s Convertible strategy. He is also a member of the firm’s Advisory Committee. He has managed MainStay MacKay Convertible Fund since 2001.
Edward joined the firm in 1998 as a Research Analyst and became a Portfolio Manager/Research Analyst in 1999. Previously, Edward worked as a Portfolio Manager and Law Clerk at the Bank of New York. He also interned at the New York Stock Exchange Enforcement Division. He authored Wise Up!: A Portfolio Manager's Guide to Better Investment Decisions. He has worked in the financial services industry since 1995.
Edward earned a B.S. in Business Administration, Accounting, Finance from the University of Vermont, an M.B.A. from Baruch College and a J.D. from Brooklyn Law School.
Chartered Financial Analyst
Member of the New York State Bar.
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