Profile
Ms. Carmen Racy-Choy is a Partner & Chief Investment Officer at McMorgan & Co. LLC.
She is responsible for all investment-related functions at the firm, including developing firm’s investment strategy and platform, monitoring our sub-advisory relationships, and overseeing managed accounts.
Prior to joining McMorgan in 2012, Ms. Racy-Choy City of San Jose Retirement Plans where she was Chief Investment Officer, managing $4.8 billion in assets.
Prior to joining the City of San Jose, she was a Principal at Mercer Investment Consulting in Montreal, providing investment consulting services to endowments and pension plans.
Earlier in her career, she was an Actuary and Director of Risk Management/Finance for Sun Life Financial, Associate Actuary for Manulife Financial, and Manager of Investment & Product Risk Management for NN Financial ING Group.
She graduated from Concordia University with a BS in Actuarial Mathematics and received an MBA from INSEAD.
She also holds a Chartered Alternatives Investment Analyst designation.
Former positions of Carmen Racy-Choy
| Companies | Position | End |
|---|---|---|
McMorgan & Co. LLC
 McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Chief Investment Officer | 01/07/2020 |
| NN Financial of Canada | Corporate Officer/Principal | - |
| MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
| San Jose Police & Fire Department Retirement System | Chief Investment Officer | - |
| San Jose Federated City Employees Retirement Sys | Chief Investment Officer | - |
Training of Carmen Racy-Choy
| Concordia University | Undergraduate Degree |
| INSEAD | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MANULIFE FINANCIAL CORPORATION | Finance |
| Private companies | 4 |
|---|---|
McMorgan & Co. LLC
McMorgan & Co. LLC Investment ManagersFinance McMorgan & Co. LLC (McMorgan) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1969 and is owned by MCM Holdings LP. McMorgan provides investment management services to institutional clients such as Taft-Hartley pension plans, multi-employer, jointly-trusted benefit plans, public pension plans, and other institutional clients, individual clients, as well as to high-net-worth clients. | Finance |
| San Jose Federated City Employees Retirement Sys | Finance |
| San Jose Police & Fire Department Retirement System | Finance |
| NN Financial of Canada |
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