Scott Thies, Senior Vice President,973-713-6655
External Advisor Consultant
Mr. Thies joined New York Life Investment Management in 2001 as an internal wholesaler, before joining MainStay Investment's Institutional Advisory Services Group. Previously, Mr. Thies was an Internal Wholesaler for AXA Advisors in its Retail Sales Group. Prior to that, he was a Financial Advisor with John Hancock. Mr. Thies earned a BS from Quinnipiac University and has 15 years of investment experience.
Greg Zipoli, Senior Vice President,312-972-9158
External Advisor Consultant
Mr. Zipoli has over 20 years of industry experience and joined Mainstay Investment’s Institutional Intermediary Business in August of 2015 to work with large RIAs, Single Family Offices, Private Banks, and Trust Companies in the Midwest. Prior to Mainstay, Greg was with Cedar Capital and since 1997 has worked extensively with RIAs and other intermediaries at organizations such as Fidelity Investments, Pershing Advisor Solutions, and State Street Global Advisors. Greg 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.