Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
External link for Manning & Napier
290 Woodcliff Drive
Fairport, NY 14450, US
150 Second Ave North
Suite 900
St. Petersburg, FL 33701, US
Our team had a great time at the Manning & Napier holiday party at Roc Holiday Village! We are very grateful to our employees for all their hard work throughout 2024. #seasonsgreetings #happyholidays #rochesterny #ROC #yearend #employeeappreciation
From charitable giving trends to an evolving market and economic environment, there’s a lot changing that could impact your non-profit and its endowment in 2025. Learn more about what’s influencing non-profit success, and opportunities to consider to take advantage of the trends. https://hubs.li/Q0305_Tl0 #nonprofits #endowments #foundations #2025trends #GivingTuesday #FederalReserve
Have you checked out our year-end book list yet? 📚 We are excited to once again bring back this annual tradition! As always, we are hopeful that these books will inspire, educate, and challenge you as they have us. Here are a few employees with their favorite picks – and of course, you can check out the full list here: https://lnkd.in/eYMzyuUC Thank you for your participation Gerald Gugger, CFA, Shaquay Ely, Jeffrey Ingraham, CFA, CAIA, Sarah Turner, Rebecca Galliford, CFP®, Felicia LeRoy, CFA, and Sarah Mayne! #books #yearendbooklist #bookclubs #giftideas #continuousgrowth
2025 is weeks away! Take advantage of the remaining time this year by reviewing your finances to ensure you’re not missing key deadlines and are financially prepared for a new year. https://hubs.li/Q02_DDWQ0
One of our favorite holiday traditions is volunteering at Catholic Charities Family and Community Services to help out with their Share the Joy program! Last week, we helped sort hundreds of gifts from generous donors to be distributed to families in need around the Rochester community. We are happy to help spread happiness and goodwill this holiday season! Annie Dear Siobhan Gaffney Stacey Green Kristen Sanchez 🎄🎁❄️🔔
We were proud to present at the Planned Giving Council of Upstate New York's recent event. And thanks to Douglas Hilfiker, Nicholas Cintineo, and Thomas Stedman, CFP® for representing the firm!
Thank you to Douglas Hilfiker, Nicholas Cintineo, and Thomas Stedman, CFP® from Manning & Napier for their insightful presentation on Wednesday, The State of Giving: Donor Insights into the Post-Election Financial and Tax Planning Landscape. And thank you to all who joined us and participated in this thoughtful discussion. Special thanks to Rochester Institute of Technology for hosting at Tait Preserve. Want to attend future events like this? Email pgcuny@gmail.com to learn how you can become a member. Christopher Raimy, CAP® | Hal Burrall | Katie Seelman (Wawrzaszek), M.A.| Margaret P. | Brad Papa
As the holidays approach, there’s no better way to wind down than with a great book. That’s why we are excited to share our 4th Annual Year-End Book List. Our team’s favorite reads of 2024 include a mix of inspiring stories and valuable insights that left an impact on us throughout the year. Whether you’re looking for gift ideas or planning some downtime reading, these books are perfect to cozy up with this holiday season! Wishing everyone a festive, restful holiday season filled with inspiration and time for reflection. Happy reading, and here’s to an amazing 2025! 📖✨ https://hubs.li/Q02-y25w0 #booklist #books #bookclubs #yearendlist #cozyvibes #giftideas #holidayreads
While election day is behind us, the markets and economy continue to react to the new administration’s agenda. From ongoing volatility to what’s next for policymakers, we share our views on what happened in November and look ahead to December. https://hubs.li/Q02-rC6n0
A comprehensive estate plan – accounting for taxes, life changes, etc. – is a non-negotiable, and can have a meaningful impact on your loved ones. Beware of these three common (and costly!) mistakes that can have huge implications for your wealth and legacy. https://hubs.li/Q02Zc1zK0
Our employees were proud to once again participate in the Small Business Council of Rochester's annual Thanksgiving appeal by contributing meals to help make Thanksgiving special for EnCompass families! We wish all of our clients, employees, and friends a very happy Thanksgiving! 🦃 Our offices will be closed on Thursday and open for a half day on Friday in observance of the holiday.
Thank you, Rochester Red Wings for hosting our annual SBC Cares Thanksgiving Appeal event. We ❤️ you guys!