Dylan Tate, CFA, CAIA, CIPM

Dylan Tate, CFA, CAIA, CIPM

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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