People: Manning & Napier Inc (MN)

MN on New York Consolidated

11.87USD
3 Jun 2015
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Summary

Name Age Since Current Position

William Manning

78 2011 Chairman of the Board

Jeffrey Coons

51 2011 President

Patrick Cunningham

59 2011 Chief Executive Officer, Director

James Mikolaichik

43 2011 Chief Financial Officer

Charles Stamey

54 2011 Executive Vice President

Ebrahim Busheri

49 2015 Director - Investments

Richard Yates

49 2011 Secretary, Chief Legal Officer

Richard Goldberg

62 2014 Director

Barbara Goodstein

54 2012 Independent Director

Richard Hurwitz

51 2011 Independent Director

Edward Pettinella

63 2011 Independent Director

Robert Zak

57 2012 Independent Director

Biographies

Name Description

William Manning

Mr. William Manning is Chairman of the Board of Manning and 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.

Patrick Cunningham

Mr. Patrick Cunningham is Chief Executive Officer, Director of Manning & Napier, Inc. Mr. Cunningham has served as our Chief Executive Officer and as a member of our Board of Directors since our organization in 2011. Mr. Cunningham joined Manning & Napier Advisors, LLC in 1992, serves as a member of its board of directors and was appointed as its Chief Executive Officer in June 2010. In addition, Mr. Cunningham has served as a member of its executive management team since 2000, and was its co-chair from 2003 through 2010. Mr. Cunningham earned a Bachelor’s degree from Massachusetts Institute of Technology in 1979.

James Mikolaichik

Mr. James Mikolaichik is Chief Financial Officer of Manning & Napier, Inc. Previously, Mr. Mikolaichik has served as our Chief Financial Officer since September 2011. Previously, Mr. Mikolaichik served as Executive Vice President and Head of Strategy of Old Mutual Asset Management from 2008 through 2011 and as its Chief Risk Officer from 2004 through 2008. Mr. Mikolaichik also served, in various capacities, at Deloitte & Touche LLP providing consulting, financial advisory, auditing and accounting services from 1993 through 2004. Mr. Mikolaichik earned a Bachelor’s degree from Susquehanna University in 1993 and an M.B.A. from Columbia University School of Business in 2001.

Charles Stamey

Mr. Charles H. Stamey is Executive Vice President 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.

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.

Richard Hurwitz

Mr. Richard M. Hurwitz is Independent Director of Manning & Napier, Inc. Mr. Hurwitz joined our Board of Directors in November 2011. Mr. Hurwitz currently serves as the Chief Executive (Americas) of Tungsten Corporation plc. Previously, Mr. Hurwitz served as Chief Executive Officer of Pictometry International Corp. from 2010 to 2013, as a Managing Partner at Aegis Investment Partners, LLC from 2007 through 2010, as the Founder and Managing Partner at Village Markets, LLC from 2005 through 2006, as a Partner at Bancorp Services, LLC and Chief Executive of the firm’s subsidiary broker-dealer from 1996 through 2004, and as Chief Executive of Bridge Information Systems’ European operations from 1985 through 1996. In addition, Mr. Hurwitz served as the Chairman of the Board of Directors of Pictometry International Corp. from 2000 through 2009, and is currently a member of the Board of Directors of Symbility Solutions (TSX.V: SY) and Tungsten Corporation plc (LSE: TUNG). Mr. Hurwitz graduated Magna Cum Laude from the University of Rochester in 1985.

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.

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.

Basic Compensation

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