Scott Thies, Senior Vice President,973-713-6655
External Advisor Consultant
Mr. Thies has over two decades of investment experience and joined MainStay Investments in 2001. Since 2005, Scott has been an external consultant working with RIAs, private banks, and trust companies. Before joining MainStay, Scott was at AXA Advisors, after working as a Financial Advisor with John Hancock. Scott earned a BS in finance from Quinnipiac University and holds the Series 7 and 63 licenses.
Greg Zipoli, Senior Vice President,312-972-9158
External Advisor Consultant
Mr. Zipoli came to Mainstay Investments’ Institutional Intermediary Business in August of 2015 to build out its Institutional presence in the Midwest. He brings over two decades’ experience working with fiduciaries including large RIAs, single family offices, and consultants. Prior to Mainstay, Greg was with Cedar Capital and since 1997, has worked exclusively with RIAs, fiduciaries, and other intermediaries at organizations such as Fidelity Investments, State Street Global Advisors, and Pershing Advisor Solutions. Greg lives in Chicago, received his BS from Ithaca College, and holds the Series 7 and 63 licenses.
Mr. Entwistle joined New York Life/MainStay Investments in 2011 as an Internal Investment Consultant covering Independent Financial Advisors before joining the Institutional Intermediary Channel in April, 2014. He began his career as a Financial Advisor with Wealth Advisory Group in 2010. Mr. Entwistle earned a B.S. in Finance with a Minor in Economics from The University of Hartford.
Paul T. Massie, CFA, CAIA, Director,212-576-3344
Mr. Massie joined the MainStay Investments Relationship Management team in 2012. He’s responsible for building out relationships across the RIA and Private Bank Channels as it relates NYLIM’s mutual fund and ETF suite. Most recently he was the Director of Research and Competitive analysis for the Institutional Advisory Services team at MainStay. Mr. Massie joined New York Life Investments in 2008 as an internal wholesaler before joining MainStay Investment's Institutional Advisory Services Group in 2010. Previously, he worked at NYLIFE Securities, the brokerage unit of New York Life, where he was the supervisor of the trading and investor relations departments. Prior to that, he was with Northwestern Mutual as an agent. Mr. Massie graduated from S.U.N.Y. Cortland in 2004 with a degree in Economics, and became a CFA charter holder in 2010 and a CAIA charter holder in 2014.
Senior Associate, ETF Portfolio Specialist
Wyman Chu is Associate, ETF Portfolio Specialist at IndexIQ responsible for ETF sales and distribution in partnership with MainStay Investments Institutional Intermediate Distribution. He joined IndexIQ in 2014 bringing a special knowledge of the alternative investment landscape with over 20 years of experience in the financial services industry. Prior to joining IndexIQ, Wyman was an institutional equity and derivatives salesperson covering asset managers and hedge funds.
Wyman holds FINRA Series 7 & 63. He earned his BA in History from Colgate University.