Ethan McKenney is the Chief Client Experience Officer at Manning & Napier and is based in our Rochester headquarters.
In this capacity, he is responsible for the review and implementation of the firm’s comprehensive service model and client engagement strategy. Ethan is also a financial advisor to clients and uses this knowledge and background to help shape the overall client experience. Ethan has experience working with a broad range of clients including individual investors, business owners, and non-profit organizations. Consistent with his focus on our client’s experience, Ethan manages our Client Services team.
Ethan understands the value that financial advice can provide to clients. As a CERTIFIED FINANCIAL PLANNERTM, he prides himself on making decisions based on a client's full financial picture. This includes, but is not limited to, helping them better understand their current investments and ensuring their assets are being managed in line with their objectives, providing comprehensive financial plans with careful considerations given to tax ramifications, and reviewing estate planning strategies to support future generations.
Ethan joined Manning & Napier in 2005. He received a BA in Statistics and a BS in Applied Mathematics from the University of Rochester, as well as an MBA in Finance from the Simon School. He holds 6, 7, and 63 licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
