John Boccio
Head of Wealth Management & Chief Executive Officer
John M. Boccio is the Head of Wealth Management at New York Life Insurance Company and Chief Executive Officer of Eagle Strategies LLC (Registered Investment Advisor) and NYLIFE Securities LLC (Broker Dealer).
New York Life Wealth Management offers a range of investment and retirement solutions, variable insurance/annuity products, and financial planning services for middle-market, affluent, and high-net-worth clientele.
John is responsible for general management of the wealth business, which includes setting the strategic vision, managing the P&L, overseeing governance matters, and building capabilities for its 7,000 advisors. John’s expertise ranges from designing operating models, formulating growth initiatives, driving digital transformation, and delivering exceptional support for advisors and clients.
Prior to New York Life, John worked in investment banking and consulting, advising clients in the Financial Services and Technology industries on a range of financing transactions, strategic decisions, and valuation engagements. John’s financial services industry leadership and advocacy spans various roles as an advisory council member and mentor through several premier organizations including the Securities Industry and Financial Markets Association (SIFMA), the Money Management Institute (MMI), and CAIS (an alternative investments platform).
John earned an M.B.A. in Finance and International Business from the Gabelli School of Business at Fordham University, and a B.S. in Finance from the Dolan School of Business at Fairfield University. He also completed an international student exchange program through the ESADE Business School in Barcelona, Spain, and an executive education program through the Wharton School of Business at the University of Pennsylvania. John’s personal pursuits revolve around quality time with family, travel, and advancements in health and wellness.