Jean-Pierre Gerard Joins New York Life Investment Management as Head of Business Intelligence and Data Analytics

NEW YORK, June 4, 2018 – New York Life Investment Management (NYLIM) announced today that Jean-Pierre “JP” Gerard has joined the company as Head of Business Intelligence and Data Analytics. In this newly created role, he will be responsible for leading and growing the data analytics, reporting and governance effort of NYLIM. He will report to Kirk Lehneis, Chief Operating Officer of NYLIM.

“The appointment of JP is another step forward in our strategy to evolve our organization’s ability to meet the needs of our clients. By deriving greater insight from the information we have and from our clients’ interactions with us, we can deliver solutions that truly address their desired outcomes,” said Mr. Lehneis. “We believe that JP’s proven expertise in creating and delivering value through robust analytic approaches and tools will help us better serve our clients.”

Most recently, Mr. Gerard served as Head of Analytics for North America at Mastercard. In that role, he was responsible for managing the delivery of multi-million dollar analytics projects for top banks worldwide. He also led Mastercard’s Campaign Analytics team in the design and measurement of over 200 multichannel marketing programs. In his role, Mr. Gerard was instrumental in the execution of numerous specialized analytics engagements, including the creation of transaction-based predictive models to enable clients in customer acquisition and risk management.

Previously, Mr. Gerard was a Senior Managing Consultant at Mastercard Advisors and a Senior Analyst at Nielsen Financial Services. He built his business intelligence background at Citigroup, where he worked in the Global Decision Management Department for Citi Cards, and at J.P. Morgan, where he served as Vice President of Business Intelligence for Global Marketing in the Treasury Services Division. Mr. Gerard has a Master’s degree in Economics from New York University and a Bachelor’s degree in Economics and Math from Manhattanville College.


About New York Life
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). ** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds. Visit for more information.

New York Life Investment Management LLC, an indirect subsidiary of New York Life Insurance Company, New York, NY 10010, provides investment advisory products and services. Securities distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member of FINRA/SIPC.

*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/12/17. For methodology, please see
**Individual independent rating agency commentary as of 8/1/17.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

Media Contact
Alison Scott
New York Life Insurance Company