I believe in the power of what we can do together.
My name is Alex Vari, and I am your Advisor Consultant for New York Life Investments. I grew up in Youngstown, Ohio and moved to the Cultural District of Downtown Pittsburgh six years ago. When I’m not working, you can find me on the golf course in the summer, the slopes in the winter or trying out a new local restaurant with friends and family. Those close to me know how important it is to me to spend time with my family and friends.
With nine years of experience in the financial services industry, I take a lot of pride in learning from the best advisors in the world and helping them find solutions to enhance their clients’ lives. I grew up in this industry and have first-hand experience in seeing the profound, positive effect we, as financial professionals, can have on someone’s life.
My goal is to become a valuable resource in your practice — I look forward to sharing timely investment solutions to help your clients achieve their goals and help you exceed yours as well.
Get insight before it becomes hindsight.
As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled some perspectives and solutions that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
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NYLI MacKay Short Duration High Income Fund (MDHIX)
The team seeks to generate alpha by investing in higher-quality high yield with strong credit profiles and a target duration of less than three years.
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NYLI MacKay Strategic Muni Allocation Fund (MTFGX)
Seeks current income exempt from regular federal income tax.
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NYLI Fiera SMID Growth Fund (APSGX)
Seeks to achieve long-term capital growth by investing in a diversified portfolio of common stocks of small-cap and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential and that are expected to grow faster than the U.S. economy.
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NYLI MacKay New York Muni Fund (MNOIX)
Seeks current income exempt from federal and New York state, and in some cases, New York local income taxes.
Let’s have a conversation. I’m here to support you.
New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit newyorklifeinvestments.com.
Alex Vari
Advisor Consultant – Western Pennsylvania and upstate New York
P: 1-412-484-9163 E: Alex_Vari@newyorklife.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company.