Edition:
United States

Manning & Napier Inc (MN)

MN on New York Consolidated

8.00USD
8 Dec 2016
Change (% chg)

-- (--)
Prev Close
$8.00
Open
--
Day's High
--
Day's Low
--
Volume
--
Avg. Vol
84,895
52-wk High
$10.34
52-wk Low
$5.60

Summary

Name Age Since Current Position

William Manning

79 2016 Chairman of the Board, Chief Executive Officer

Jeffrey Coons

51 2011 President

Beth Galusha

55 2016 Principal Financial Officer

Charles Stamey

54 2016 Executive Vice President and Managing Director of Sales

Ebrahim Busheri

49 2015 Director - Investments

Richard Yates

49 2011 Secretary, Chief Legal Officer

Richard Goldberg

62 2014 Director

Richard Barrington

54 2015 Independent Director

Barbara Goodstein

54 2012 Independent Director

Edward Pettinella

63 2011 Independent Director

Geoffrey Rosenberger

62 2016 Independent Director

Robert Zak

58 2012 Independent Director

Biographies

Name Description

William Manning

Mr. William Manning is Chairman of the Board, Chief Executive Officer of Manning & Napier, Inc. He is our co-founder and has served as the Chairman of our Board of Directors since our organization in 2011. In addition, since 2003 Mr. Manning has served as Director of Investment Process at Manning & Napier Advisors, LLC, our affiliate, and, prior to that, was also the President of Manning & Napier Advisors, LLC. In addition, Mr. Manning has previously held officer and director positions with Manning & Napier Fund, Inc. (the “Fund”). Mr. Manning earned a Bachelor’s degree from Dartmouth College in 1958.

Jeffrey Coons

Dr. Jeffrey S. Coons is President of Manning & Napier, Inc. Dr. Coons has served as our President since our organization in 2011. Dr. Coons has served as the President of Manning & Napier Advisors, LLC since June 2010, as the Co-Director of Research from 2002 through March 2015, and as a member of its executive management team since 1999. In addition, Dr. Coons is a member of Manning & Napier Advisors, LLC’s Senior Research Group. Dr. Coons earned a Bachelor’s degree from the University of Rochester in 1985, at which time he joined Manning & Napier Advisors, LLC, and a Ph.D from Temple University in 1996.

Beth Galusha

Ms. Beth H. Galusha is Principal Financial Officer of Manning and Napier Inc. Ms. Galusha has over 30 years of experience in the financial services industry and began her career as a certified public accountant at Price Waterhouse from 1983 to 1987. She then joined Manning & Napier as the Controller and Chief Financial Officer of the Manning & Napier Fund, Inc. Ms. Galusha served as the Chief Financial Officer of Manning & Napier Advisors, LLC (“MNA”) from 1994 until August of 2011. She is currently the Treasurer of MNA and has executive officer and director positions at certain other of the Company’s affiliates. Ms. Galusha earned a Bachelor’s degree from the University of Akron in 1983.

Charles Stamey

Mr. Charles H. Stamey is Executive Vice President and Managing Director of Sales of Manning & Napier, Inc. Mr. Stamey has served as our Executive Vice President since our organization in 2011. In addition, Mr. Stamey has served as the Managing Director of Sales and Distribution at Manning & Napier Advisors, LLC since May 2010 and as a member of its executive management team since 2000. Prior to May 2010, Mr. Stamey served as the Managing Director of Client Relations of Manning & Napier Advisors, LLC. Mr. Stamey received his Bachelor’s degree from Mount Vernon University in 1981 and an M.B.A. from The Ohio State University in 1985.

Ebrahim Busheri

Mr. Ebrahim Busheri is Director - Investments of Manning & Napier, Inc. Ebrahim is having rejoined the Company in 2011, is a member of the Senior Research Group and was named Director of Investments in March 2015. Previously, Mr. Busheri worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. From 1988 to 2011, he worked at Manning & Napier Advisors in various roles, including as a Director of Research. Mr. Busheri earned a Bachelor’s degree in Accounting & Economics from Muskingum College in 1986 and an M.B.A. in Finance from the University of Rochester in 1988 and is a Chartered Financial Analyst.

Richard Yates

Mr. Richard B. Yates is Secretary, Chief Legal Officer of Manning & Napier, Inc. In addition, Mr. Yates has served as our Chief Legal Officer and Secretary since our organization in 2011. In addition, Mr. Yates is the Chief Legal Officer of each of Manning & Napier Advisors, LLC and the Fund and has executive officer and director positions at certain other of our affiliates. Mr. Yates earned a Bachelor’s degree from the University of Rochester in 1987 and a Juris Doctor from Brooklyn Law School in 1992.

Richard Goldberg

Mr. Richard Goldberg is Director of Manning & Napier, Inc. He joined our Board of Directors in June 2014. Mr. Goldberg has served as a Senior Advisor to Needham & Company since 2009. Prior to joining Needham & Company, Mr. Goldberg was a managing director and head of the North American Financial Institutions Group at Dresdner Kleinwort Wasserstein (formerly Wasserstein Perella), and vice president in Mergers and Acquisitions at Lazard. Mr. Goldberg is currently a faculty and board member of Columbia University’s School of International and Public Affairs. He earned a Bachelor’s degree from Boston College in 1975 and an M.B.A. from University of Pennsylvania’s Wharton Business School in 1978.

Richard Barrington

Mr. Richard Barrington is Independent Director of the Company. Mr. Barrington currently serves as an independent financial journalist and a published author, contributing to publications such as Forbes.com and the Huffington Post, among others, as well as to scholastic books. Previously, he spent 23 years at Manning & Napier from 1983 through 2006, including 16 years as Managing Director of Client Services, in addition to several other roles across the operations and sales and marketing departments. He is a Chartered Financial Analyst and holds a bachelor’s degree in Communications from St. John Fisher College.

Barbara Goodstein

Ms. Barbara Goodstein is Independent Director of Manning & Napier, Inc., since November 19, 2012. Ms. Goodstein joined our Board of Directors in November 2012. Ms. Goodstein served as the Chief Marketing Officer at Vonage from 2012 through January 2015. Prior to joining Vonage, Ms. Goodstein held senior management positions at AXA Equitable, JP Morgan Chase, and Instinet.com. In addition, Ms. Goodstein served as a member of the Board of Directors of AXA Advisors from 2006 through 2010 and Chase Investor Services Corp. from 2001 through 2005. Ms. Goodstein earned a Bachelor’s degree from Brown University in 1981 and an M.B.A. from Columbia University School of Business in 1983.

Edward Pettinella

Mr. Edward J. Pettinella is Independent Director of Manning & Napier, Inc since November 2011. Mr. Pettinella joined our Board of Directors in November 2011. Mr. Pettinella has served as President and Chief Executive Officer of Home Properties, Inc. (NYSE:HME) since January 2004. He joined Home Properties, Inc. in 2001 as an Executive Vice President and Director. From 1997 until February 2001, Mr. Pettinella served as President of Charter One Bank of New York and Executive Vice President of Charter One Financial, Inc. From 1980 through 1997, Mr. Pettinella served in several managerial capacities for Rochester Community Savings Bank, Rochester, NY, including the positions of Chief Operating Officer and Chief Financial Officer. He is also a Board member of Rochester Business Alliance, Syracuse University and National Multi Housing Council, a member of the Board of Governors of the National Association of Real Estate Investment Trusts, as well as a member of Urban Land Institute. Mr. Pettinella is a graduate of the State University of New York at Geneseo and holds a Masters in Business Administration degree in Finance from Syracuse University.

Geoffrey Rosenberger

Mr. Geoffrey Rosenberger is Independent Director of the Company. He possesses nearly 30 years of investment management experience. He began his career at Manning & Napier in 1976 before departing in 1984 when he co-founded Clover Capital Management, Inc. He served as Managing Director at Clover Capital until his retirement in 2004. He retained an equity stake in the firm until it was sold in 2008 to Federated Investors. Today, Mr. Rosenberger serves as Managing Member of Lily Pond Ventures, LLC, a personal holding company in addition to serving on several educational and corporate boards. He is currently the Lead Independent Director for Broadstone Net Lease, a real estate investment trust, as well as Director for The Greater Rochester Health Foundation.

Robert Zak

Mr. Robert M. Zak is Independent Director of Manning & Napier, Inc., since November 16, 2012. Mr. Zak joined our Board of Directors in November 2012. Mr. Zak has served as the President and Chief Executive Officer of Merchants Insurance Group since 1995. Prior to joining Merchants Insurance Group in 1985, Mr. Zak worked in public accounting. Mr. Zak currently serves as a director, trustee or member of Rand Capital Corporation, 100 Club of Buffalo and Western New York, Inc., Kaleida Health System, and the University at Buffalo School of Management Dean’s Advisory Council. Mr. Zak is a certified public accountant and earned a Bachelor’s degree and an M.B.A. from the University at Buffalo in 1980.