I believe in the power of what we can do together.
My name is Mike Warren, your Advisor Consultant with New York Life Investments. I live in Carroll County, Maryland, with my wife, Amy, and son, Brayden. I’ve lived in Maryland my entire life and am a graduate of Towson University. We love to travel and spend a lot of time with Mickey Mouse down in Disney World! My family and friends are the two most important things in the world to me, but my passion lies in spending hours running on trails. It’s the place where I can recharge my battery and clear my mind. I typically compete in one ultra-marathon per month, ranging from 50k to 100 miles and have found a lot of parallels between running and life. I don’t drink, watch sports, or play golf, but I’m always up for shooting skeet, playing pickleball, or eating something sweet!
I bring 26 years’ experience in the asset management world, getting the most enjoyment out of all the connections and friendships I’ve made along the way. I take pride in listening to my advisor clients— helping them, and their clients, get to where they want to be.
I hope to have a chance to share our practice and investment solutions and see how we can move forward together.
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 that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
MainStay MacKay Short Duration High Yield 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.
Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of small and mid-cap growth-oriented companies as it seeks to outperform its benchmark.
MainStay Tax Free Bond Fund (MTBIX)
The team relies on credit analysis, yield curve positioning, and sector rotation as they seek to uncover the most compelling opportunities with a focus on investment grade securities.
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.
Michael Warren
Advisor Consultant – Washington DC and Maryland
P: 410-371-6412 E: Michael_P_Warren@newyorklife.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
New York Life Investment Management LLC engages the services of federally registered advisors. CBRE Investment Management is unaffiliated with New York Life Investments.
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.