John Pavese is currently the MD, Heado f Global Relationship Management at New York Life Investment Management.
He was previously the Managing Director and Head of Relationship Management for the Investment Solutions Group at Merrill Lynch which covers Separate Accounts, Mutual Funds, ETFs, UITs, Annuities, Life Insurance, all fee based programs and Offshore Mutual Funds. As Head of Relationship Management, John and his team were the key points of contact for senior management of third party providers on sales and distribution ideas that supported the growth of their businesses as well as enhancing the Merrill Lynch client experience standard. John also managed the firm’s Advanced Education Symposiums and other National training events, where they trained their Financial Advisors and provided them with training and education and CE credits on various topics from their third party partners, GWIM senior leadership, and internal product, solutions and tools groups.
Prior to joining Merrill Lynch, John was employed by UBS Financial Services where he was a Corporate Vice President, National Relationship Manager Product Manager with the Mutual Funds Consulting Services Group. John joined UBS Financial Services, Inc. (formerly PaineWebber) in 1998 as an Assistant Vice President for their mutual fund wrap fee program. He then went on to manage the mutual funds sales desk. Prior to joining UBS, John held various sales and marketing positions at Orbitex Management in New York City and Prudential Investments in Newark, N.J.
John serves on the Board of Directors for Invest In Others, which amplifies the charitable work of financial advisors and their firms to make a difference in communities across the United States and around the world. He also serves on the Board of Directors for the Expect Miracles Foundation which rallies the financial services industry to invest in life-saving cancer research.
John received his B.S. in Marketing from Kean College in New Jersey and lives in New Providence, New Jersey with his wife Melissa and daughter Nicole.