AB
Adam Brady
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Work Experience
Client Analytics Group - Investment Consultant
Jul 2014 - Mar 2018 · 3 years and 8 months
Institutional Consulting Associate
Present
Company Details
201-500 Employees
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.
Year Founded
1970
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
290 Woodcliff Drive Fairport, NY 14450, US
Keywords
Financial ConsultingWealth ManagementTax PlanningBusiness PlanningCharitable GivingEndowments & FoundationsTrust & Fiduciary ServicesAsset ManagementInvestment Management
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