Experienced financial advisor offering clients and partners comprehensive financial planning services and active management solutions that focus on achieving investors’ goals. 

Investment Management

Manning & Napier

Manning & Napier's headquarters in Fairport, NY, United States

Marc Mayer

Paul Battaglia

Marc Bushallow

Jeffrey Ingraham Cfa, Caia

Virge Trotter

Jess Kushner

Chris Briley

Nicole Kingsley Brunner

The Finance and Investment Analysis Team at Manning & Napier is responsible for conducting in-depth research and analysis across various asset classes to inform investment strategies and enhance portfolio performance. This diverse team of analysts, traders, and portfolio strategists evaluates market trends, assesses risk, and provides actionable insights to align investment decisions with clients’ goals. Additionally, they ensure compliance with industry regulations while optimizing investment outcomes through active management and financial planning services.

Finance and Investment Analysis Team

The Technology and Data Management Team at Manning & Napier is responsible for overseeing the company's IT governance, ensuring data integrity, and enhancing software systems to support financial planning and investment management services. They collaborate to develop and implement technological solutions, manage cloud infrastructure, and analyze data to drive informed decision-making, all while maintaining a secure and efficient network environment.

Technology and Data Management Team

The Marketing and Communications Team at Manning & Napier is responsible for developing and executing marketing strategies that enhance brand awareness and drive client engagement. This team collaborates on various initiatives, including digital marketing campaigns, event planning, and investment communications, ensuring that the firm's comprehensive financial services are effectively conveyed to clients and partners. Their efforts aim to position Manning & Napier as a trusted leader in financial advisory services, while fostering strong relationships with target audiences.

Marketing and Communications Team

The Leadership Team at Manning & Napier comprises top executives who drive the company's strategic direction and operational excellence. This team collaborates to enhance financial planning and investment solutions, ensuring alignment with clients' goals while overseeing key areas such as sales, technology, marketing, and financial management. Through their collective expertise, they aim to foster growth, innovation, and exceptional service delivery for clients and partners.

Leadership Team

The Legal and Compliance Team at Manning & Napier is responsible for ensuring that the company adheres to all legal regulations and industry standards while providing financial advice and services. This team manages compliance risks, oversees regulatory reporting, and provides legal guidance to support the firm's operations and protect client interests. They play a crucial role in maintaining the integrity and trustworthiness of the firm in its financial dealings.

Manning & Napier

Org chart

Teams

Finance and Investment Analysis Team

Technology and Data Management Team

Marketing and Communications Team

Leadership Team

Legal and Compliance Team

Offices

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