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Dylan Tate, CFA, CAIA, CIPM

Dylan Tate, CFA, CAIA, CIPM

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Followers of Dylan Tate, CFA, CAIA, CIPM518 followers
location of Dylan Tate, CFA, CAIA, CIPMAlbany, New York Metropolitan Area

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  • Timeline

  • About me

    Chief Investment Officer at NYSNA Pension Plan & Benefits Fund

  • Education

    • Endicott College

      2010 - 2014
      Bachelor's Degree Accounting and Finance

      Activities and Societies: Executive Board Member of Endicott College Collegiate DECA Executive Board Member of The Endicott College Investment Club Member of the International Honor Society SIGMA BETA DELTA

  • Experience

    • Imperial PFS

      Jan 2012 - Feb 2012
      Intern

    • Pegasus Capital Advisors

      Jun 2013 - Aug 2013
      Analyst Intern

    • NYSNA Pension Plan & Benefits Fund

      Mar 2014 - now

      • Chief Investment Officer

        Jun 2022 - now

      • Deputy Chief Investment Officer

        Feb 2022 - Jun 2022

      • Director of Research

        Sept 2018 - Feb 2022

      • Senior Investment Analyst

        Sept 2017 - Sept 2018

      • Investment Analyst

        Mar 2014 - Sept 2017

  • Licenses & Certifications

    • Certificate in Investment Performance Measurement (CIPM)

      CFA Institute
      Nov 2021

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 2019
      View certificate certificate

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association
      Nov 2020