Lucas Savocchi, CFA, CAIA, is a Product Manager at New York Life Investments, responsible for MainStay WMC and MainStay CBRE mutual funds, among other products, with a total AUM of $70 billion. Savocchi provides comprehensive weekly municipal market updates to financial advisors and supports the wholesaling team with strategy positioning. Previously, as a Product Analyst, Savocchi specialized in competitive positioning for fixed income products and partnered with the marketing team on product support materials. As an Advisor Consultant, notable achievements include ranking #1 in asset raises for a closed-end fund and maintaining significant market share in key regions. Earlier experience includes a role as a Supply Chain Analyst at HTx Services LLC. Savocchi holds a Bachelor's degree in Economics from Stony Brook University.
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