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Our story

Founded in 1970, our mission remains the same: build brighter financial futures for those we serve.

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In 1970, industry veterans Bill Manning and Bill Napier joined forces in Rochester, NY to create Manning & Napier. They focused on building long-lasting relationships and making the best investment decisions for their clients, even when that meant going against the crowd.
In 1994, Bill Manning helped to win a court decision banning brokers from placing their firm’s interest above the client’s. FINRA Rule 5320, also known as “the Manning Rule,” reaffirms our legacy of independent thinking and commitment to investor protection.
Whether you are engaging with us personally or representing an organization, our promise is the same: we’re here for you – and have been since 1970.
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Our Leadership

Our experienced leadership team, whose average tenure at the firm is nearly 20 years, has a shared commitment to serving clients with care and excellence. They know our clients, understand our culture, and are firmly grounded in the values that have guided Manning & Napier since its founding.
Gregory Holden

Gregory Holden

President, Wealth Management & Institutional Advisory
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Full Bio
Christopher Petrosino, CFA®

Christopher Petrosino, CFA®

Head of Investments
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Full Bio
Ethan McKenney, CFP®

Ethan McKenney, CFP®

Chief Client Experience Officer
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Full Bio
Nicole Kingsley Brunner

Nicole Kingsley Brunner

Chief Growth Officer
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Full Bio
Scott Morabito

Scott Morabito

Chief Operating Officer
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Full Bio

Our driving
forces

Our firm is built on meaningful relationships, bold initiative, and a commitment to continuous growth. We put people first—both our clients and our employees—because we believe that when our team is supported and valued, our clients receive the highest level of care and attention.

A culture of caring

We are dedicated to supporting the places we live and work through education, volunteerism, and community partnerships. We provide numerous programs that encourage our employees to support non-profit organizations that are vital to our communities. Some of the most impactful investments we can make are at the community level.

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A Callodine Group company

We are backed by the strength and leadership of Callodine Group, an asset management platform specializing in yield‑focused strategies.

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Career opportunities

Seasoned professionals and recent college graduates alike join our team because of our reputation for investment expertise, competitive compensation, excellent benefits, and an open-ended career path.
Current openings

Connect with us

Talk with an expert one-on-one to learn more about how you can make the most of your financial journey.

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