Mutual Of America Life Insurance Company (New York)


Mutual Of America Life Insurance Company is a large advisory firm based in New York. It manages $884.48 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001.

Mutual Of America Life Insurance Company provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mutual Of America Life Insurance Company: assets under management

The assets under management (AUM) of Mutual Of America Life Insurance Company is $884.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $884.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.43 million each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

What kind of clients Frances Richards Hesselbein serves?

The only and largest group of clients of Frances Richards Hesselbein is pension and profit sharing plans with 48 clients and $884.48 million of assets under management. Among the 12 most similar advisory firms, Mutual Of America Life Insurance Company has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $884.48 million for 48 clients. None of the firm’s clients are foreign persons or businesses.

Mutual Of America Life Insurance Company doesn't advise any private funds.

Careers at Mutual Of America Life Insurance Company

The company employs 982 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Frances Richards Hesselbein has been acting as President since 1 Apr 1981. Christopher Matthew Miseo joined the executive team most recently as the Sr. Vp & Dir Of Acc & Fin Reporting (Principal Financial Officer & Principal Operations Officer).

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Manfred Altstadt Sr. exec. vp/cfo 1 Feb 1977 Other 1282170
Frances Richards Hesselbein Director 1 Apr 1981 Other 1477282
Lasalle Doheny M.D. Leffall Director 1 Apr 1985 Other 1477289
(Md) Laselle Doheny Leffall Director 1 Apr 1985 Other 1477289
William Kahn Director 1 Apr 1985 Other 1477287
Patrick Adrian Burns Chief legal officer 1 Apr 1986 Other 1731752
Elie Wiesel Director 1 Apr 1989 Other 2071727
Clifford Leopold Jr Alexander Director 1 Apr 1989 Other 2071709
O Stanley Jr Smith Director 1 Sep 1989 Other 2071718
Francis Helmut Schott Director 1 Apr 1991 Other 1485223
Sheila Mary Smythe Director 1 Apr 1991 Other 2187273
Dudley Hans Hafner Director 1 Apr 1991 Other 2187269
Patricia Anne Cahill Director 1 Apr 1991 Other 1434870
Roselyn Elizabeth Epps Director 1 Apr 1992 Other 2272864
Earle Harrison Jr Harbison Director 1 Nov 1993 Other 2465843
Alan Burleigh Reed Director 1 Nov 1993 Other 2465844
William Joseph Flynn Chairman of the board 1 Oct 1994 Other 1477237
Thomas Joseph Moran President/ceo/director 1 Oct 1994 Other 1282291
Fioravante Gerald Perrotta Director 1 Dec 1995 Other 4503554
Paul Joseph Costagliola Vp compliance 1 Mar 1996 Other 54837
Salvatore R Curiale Director 1 May 1996 Other 2766481
Dennis J Reimer Director 1 Jun 2000 Other 4454269
Richard Maurice Cummins Director 1 Jun 2000 Other 2665631
Dennis J. Reimer Director 1 Jun 2000 Other xxx-xx-xxxx
Cornelius Mcgillicuddy Director 1 Jan 2001 Other 4395669
Cornelius Mcgillicuddy Iii Director 1 Jan 2001 Other xxx-xx-xxxx
Paul Joseph Costagliola Svp compliance 1 Feb 2001 Other 54837
Roger Blaine Porter Director 1 May 2004 Other 4810967
William Knowles Director 1 May 2004 Other 4350263
Maurine Annette Haver Director 1 Jun 2004 Other 4822160
Thomas Joseph Moran Acting chairman, president/ceo 1 May 2005 Other 1282291
Thomas Joseph Moran Chairman, president & ceo 1 Jun 2005 Other 1282291
Kimberly Ann Casiano Director 1 May 2006 Other 5146979
Peter James Powers Director 1 May 2006 Other 5146990
Manfred Altstadt Evp and chief compliance officer 1 Nov 2006 Other 1282170
James Joseph Roth Sr vp & chief compliance officer 1 Feb 2007 Other 5257531
Manfred Altstadt Chief operating officer/director 1 Dec 2007 Other 1282170
John Richard Greed Chief financial officer/director 1 Dec 2007 Other 3167565
James Joseph Roth Executive vice president & chief compliance officer 1 Mar 2008 Other 5257531
John Joseph Corrigan Senior vice president & internal auditor 1 Apr 2008 Other 5634655
Robert Joseph Mcguire Director 1 May 2008 Other 5540040
Kathryn Anne Lu Senior vice president & chief compliance officer 1 Dec 2008 Other 5605579
James Joseph Roth Executive vice president & general counsel 1 Apr 2009 Other 5257531
John Joseph Corrigan Executive vice president & internal auditor 1 Mar 2010 Other 5634655
Kathryn Anne Lu Executive vice president & chief compliance officer 1 Mar 2010 Other 5605579
John Richard Greed Chief financial officer/director 1 Feb 2011 Other 3167565
William Stephen Jr Conway Sr. executive vice president/chief operating officer 1 Apr 2011 Other 866360
James Joseph Roth Sr. executive vice president & general counsel 1 Mar 2013 Other 5257531
Thomas Joseph Moran Chairman & ceo 1 Mar 2015 Other 1282291
John Richard Greed President/director 1 Mar 2015 Other 3167565
Chris Warren Festog Executive vice president & chief financial officer 1 Mar 2015 Other 5688126
Wayne Alex Ian Frederick Director 1 Sep 2015 Other 6570216
James Joseph Roth Sr. executive vice president/general counsel/director 1 Mar 2016 Other 5257531
William Stephen Jr Conway Sr. executive vice president/chief operating officer/director 1 Mar 2016 Other 866360
Mirghavamaddin Bozorgmir Director 1 Mar 2016 Other 1348514
Thomas Joseph Moran Chairman of the board 1 Apr 2016 Other 1282291
John Richard Greed President/ceo/director 1 Apr 2016 Other 3167565
Chris Warren Festog Senior executive vice president & chief financial officer 1 Mar 2017 Other 5688126
Diana Helen Glynn Senior vice president and internal auditor 1 Mar 2017 Other 6779204
Ellen Ochoa Director 1 May 2017 Other 6803632
John Richard Greed Chairman/president/ceo 1 Mar 2018 Other 3167565
Rosemary Theresa Berkery Director 1 Mar 2018 Other 2891006
Michelle Anne Rozich Senior vice president and internal auditor 1 Mar 2018 Other 6951686
Christopher Matthew Miseo Sr. vp & dir of acc & fin reporting (principal financial officer & principal operations officer) 1 Oct 2018 Other 4551406

Based in New York

The principal office where Mutual Of America Life Insurance Company performs its advisory services is located at 320 Park Avenue, New York, NY 10022 6839, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 224-1600 or by fax (212) 224-2824. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at mutualofamericayourretirementcompany.com.