Chairman and CEO, Manning & Napier
Years in current role: 3
What was your biggest success in 2021?
Our firm, Manning & Napier, is an investment and wealth management firm. In 2021 we again delivered excellent investment results and superior advice for our clients. In strong markets for equities as well as credit portions of the fixed income markets, the great majority of our active investments exceeded the results provided by passive indices and we delivered high absolute results for clients. These results followed on a very strong 2020, and are consistent with our 51-year track record of delivering excellent results for clients. We are very proud of our ability to help our clients, a large number of whom are in our community, to realize the financial outcomes they need.
What is your favorite thing about the Rochester community?
I am not a lifetime resident of Rochester — I was born and raised in Brooklyn and spent most of my life in NYC. I can say unequivocally that what is so special about the Rochester community are the people. The people of greater Rochester are incredible! I can’t overstate the pleasure I have had in getting to know a group of individuals, at Manning & Napier and in the community, who are so fundamentally good, caring, kind, giving, intelligent, wise, humble, and humorous. I can’t believe how fortunate I have been to be able to build these relationships in our community.
If time were no issue, what would you do to help the community that you aren’t already doing?
Our community has tremendous needs. I, like all of us at Manning & Napier, am committed to helping Rochester in any and all ways that we can. There is always time to help our community! Because there is so much to do, I, and we, concentrate on social justice to ensure that all have the most basic needs — food, shelter, education, and health care — and have the opportunity to realize the soaring promise of our great nation. We support our employees’ volunteer and contribution efforts and I look for every opportunity to help out personally.