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Jack Malvey

Jack Malvey, CFA

Chief Global Markets Strategist
Director of BNY Mellon Center for Global Investment and Market Intelligence
BNY Mellon Investment Management

Jack Malvey is Chief Global Markets Strategist and Director of the BNY Mellon Center for Global Investment and Market Intelligence for BNY Mellon Investment Management, two positions that were created when he joined BNY Mellon in March 2011.

Jack leads a team responsible for capturing and researching investment trends, market activity and economics. He is focusing on developing a global investment and market knowledge platform that helps capture and communicate the investment opinions and analysis from across the firms comprising BNY Mellon Investment Management.

Jack formerly consulted to key global capital market institutions, including service on the investment advisory committee of the New York State Teachers Retirement System (2009-2011) and the advisory board of Discern (2010-2011), an independent equity research provider, headquartered in Silicon Valley.

Prior to joining Barclays Capital in 2008 as Managing Director and Bond Strategist, Jack was the Chief Global Fixed-Income Strategist at Lehman Brothers from 1996 to 2008 and the Corporate Bond Strategist from 1992 to 1996. Jack also directed Lehman Brothers Global Family of Indices from 1996 to 2007, Lehman Brothers Global Relative Value publication (1996-2008), hosted Lehman's weekly Bond Show (1999-2008), and chaired Lehman's investment strategy committee. Previously, Jack was Director of Corporate Bond Research at Kidder Peabody and an analyst at Moody's Investor Services.

In addition to holding the Chartered Financial Analyst designation, Jack belongs to the Financial Management Association, the New York Society of Security Analysts, the Fixed Income Analysts Society, Inc., and the Society of Quantitative Analysts. Jack is a former President of the Fixed Income Analysts Society and was inducted into the Fixed Income Analysts Society's Hall of Fame in November 2003.

Jack received an AB in economics from Georgetown University and did graduate work in economics at the New School for Social Research in New York. For 18 years, Jack was a ranked strategist in Institutional Investor's annual fixed-income research survey, including 16 consecutive first team positions (five for corporate bond strategy and 11 for general strategy). A regular contributor to the financial media, Jack is also the author of "Global Corporate Bond Portfolio Management," a required chapter reading for CFA Level III candidates, and has lectured at numerous local CFA Institute analyst societies and universities.