Management

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Charles H. Stamey
Co-Chief Executive Officer, Executive Vice President, Managing Director of Sales and Distribution
Co-Chief Executive Officer, Executive Vice President, Managing Director of Sales and Distribution

Charles Stamey is Co-Chief Executive Officer, Executive Vice President, and Managing Director of Sales at Manning & Napier. As Managing Director of Sales, Charles is responsible for the management of the sales, marketing, and client services teams. Charles has been with the Firm since 1993 and has over 30 years of business experience.

Charles received his BS in Business Administration from Mt. Vernon College and his MBA from The Ohio State University.

    Charles H. Stamey
    Richard S. Goldberg
    Co-Chief Executive Officer, Director
    Co-Chief Executive Officer, Director

    Richard Goldberg is Co-Chief Executive Officer and a member of the board of directors of Manning & Napier, Inc.

    Richard has been an investment banker focusing on the financial institution sector for more than 30 years and an advisor to Manning & Napier for 20 years. His financial industry career includes positions at Lehman Brothers, Lazard and Wasserstein Perella as head of the North American Financial Institutions advisory practice. Currently, Richard is a member of the faculty and Advisory Board of Columbia University's School of International and Public Affairs. 
     
    Richard received his MBA from University of Pennsylvania's Wharton Business School.

      Jeffrey S. Coons
      Co-Chief Executive Officer, President
      Co-Chief Executive Officer, President

      Jeffrey S. Coons is Co-Chief Executive Officer and President of Manning & Napier. The Office of the CEO consists of three executives that are responsible for the day-to-day operations of the Firm. As President, Dr. Coons’ responsibilities include working on strategic initiatives for the Firm, as well as having direct oversight of several areas within the Firm, such as our Operations, Portfolio Strategies, and Client Analytics Departments. 

      Dr. Coons began his career at Manning & Napier in 1985 and served the Firm as an Equity Analyst and coordinator of the equity investment process. In 1990, he began his doctoral studies in Economics at Temple University. His doctoral thesis examined a microeconomic model of returns and risk in financial markets. While completing his doctoral studies, Dr. Coons was a Fixed Income Portfolio Manager for Turner Investment Partners in Philadelphia, PA. In 1993, Dr. Coons returned to Manning & Napier to provide advanced quantitative tools to the risk management area of the Firm. He graduated with distinction from the University of Rochester with a BA in Economics and is a CFA charterholder.

        Jeffrey
        Paul J. Battaglia Jr.
        Chief Financial Officer
        Chief Financial Officer

        Paul Battaglia is the Chief Financial Officer at Manning & Napier with responsibility for directing the fiscal functions of the Firm and management of the Firm’s finance and accounting departments. Paul joined Manning & Napier in 2004 and during this time has overseen the Firm’s strategic planning, budget, financial reporting, and investor relations, including being a member of the team that led the Company through its initial public offering in 2011. Prior to joining Manning & Napier, Paul served as an Audit Associate at PricewaterhouseCoopers. Paul also serves as the Chairman for the Firm’s Product Seeding Committee.

        Paul earned his BBA/MBA in Accounting and Finance from St. Bonaventure University. He is also a Certified Public Accountant (CPA).

          Paul J. Battaglia Jr.
          Ebrahim Busheri
          Director of Investments
          Director of Investments

          Ebrahim Busheri has served as the Director of Investments at Manning & Napier Advisors, LLC since March 2015. Over his tenure with the Firm, which has spanned from 1988 to 2001 and again from 2011 through present day, Mr. Busheri has held positions of Managing Director, Emerging Growth Group, Head of Technology Group, Head of Consumer Group, and Director of Research. During his hiatus from Manning & Napier from 2001 to 2011, he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Mr. Busheri earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester.

            Ebrahim Busheri