Talk:Manning & Napier
Add topic | This article is rated Stub-class on Wikipedia's content assessment scale. It is of interest to the following WikiProjects: | ||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||
Corrections to existing content infobox
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
 | The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A1 – Leadership (infobox "Key people")
[edit] | The user below has a request that an edit be made to Manning & Napier. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: Update the infobox "Key people" field. Marc Mayer retired as CEO on March 31, 2026; the firm has since adopted a divisional leadership model (led by its Wealth Management and Asset Management leadership teams) rather than appointing a single CEO. Paul Battaglia serves as President and Chief Financial Officer. Please remove the outdated "Chairman & CEO" designation, add the two divisional presidents who now run the firm's post-restructuring business lines: Aaron McGreevy, President, Asset Management, and Gregory Holden, President, Wealth Management & Institutional Advisory. Please remove Chris Briley, CTO, he has left the firm and no longer is employed by Manning & Napier. Add Scott Morabito, Chief Operating Officer, and Nicole Kingsley-Brunner, Chief Growth Officer.
Sources:
- Rochester Business Journal, "Manning & Napier CEO to retire, firm shifts to divisional leadership model" (Feb. 16, 2026) – https://rbj.net/2026/02/16/manning-napier-ceo-marc-mayer-retires-leadership-transition-2026/
- Rochester Business Journal, "Alternative asset manager makes $53M bet on Manning & Napier" (March 17, 2026) – confirms Battaglia's title – https://rbj.net/2026/03/17/abacus-invests-53m-manning-napier-fairport/
- Manning & Napier, official bio page for Paul Battaglia (title confirmation only; primary source) – https://www.manning-napier.com/team/paul-battaglia
- SEC Form ADV Schedule A, via Private Fund Data – https://privatefunddata.com/fund-employees/aaron-thomas-mcgreevy-5541148/
- Manning & Napier Asset Management, "Senior Leadership Team" (independent corroboration of both titles) – https://am.manning-napier.com/about-us/senior-leadership-team
https://www.callodine.com/team/manning-napier-team/
- Chris Briley, Perigon Wealth team page – https://www.perigonwealth.com/about/team/christopher-briley/
https://finance.yahoo.com/small-business/articles/perigon-wealth-management-enhances-leadership-140500618.html Ksan83 (talk) 15:28, 2 September 2026 (UTC)
Corrections to existing content infobox AUM
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A2 – Assets under management
[edit] | The user below has a request that an edit be made to Manning & Napier. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: The infobox states $20 billion / $19.48 billion AUM, both 2019 figures. Please update to approximately $18 billion in total assets under management (as of early-to-mid 2026), noting the as-of date, and remove or clearly date the 2019 figure.
Sources:
- Rochester Business Journal (Feb. 16, 2026) – reports $18.2 billion in "locally managed assets" as of Jan. 31, 2026 – https://rbj.net/2026/02/16/manning-napier-ceo-marc-mayer-retires-leadership-transition-2026/
- Abacus Global Management press release, distributed via GlobeNewswire (May 27, 2026) – describes Manning & Napier as managing "approximately $18 billion in total assets under management" – https://www.sec.gov/Archives/edgar/data/1814287/000162828026038331/ex991-pressreleasemanningn.htm
Corrections to existing content Employee count
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A3 – Employee count
[edit] | The user below has a request that an edit be made to Manning & Napier. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: The employee figure (~300, December 2019) is outdated. Please update to approximately 220 employees in the Rochester area, as of early 2026.
Sources:
- Rochester Business Journal (Feb. 16, 2026) – "The firm employs roughly 220 people in the Rochester area." – https://rbj.net/2026/02/16/manning-napier-ceo-marc-mayer-retires-leadership-transition-2026/
- Rochester Business Journal (March 17, 2026) – independently repeats the same figure – https://rbj.net/2026/03/17/abacus-invests-53m-manning-napier-fairport/
Corrections to existing content 2019 financial figures
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A4 – 2019 financial figures
[edit] | The user below has a request that an edit be made to Manning & Napier. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: The infobox lists 2019 revenue, operating income, and net income. The company has been privately held since the 2022 Callodine Group acquisition and no longer publicly reports these figures. Please remove them, or clearly label them as historical figures from fiscal 2019, when the company was publicly traded.
Sources:
- Manning & Napier, Inc. Form 8-K (SEC EDGAR, filed Oct. 21, 2022) – documents completion of the going-private transaction – https://www.sec.gov/Archives/edgar/data/1524223/000119312522266814/d304448d8k.htm
- Exhibit 99.1 to the same 8-K (press release confirming delisting from NYSE) – https://www.sec.gov/Archives/edgar/data/1524223/000119312522266814/d304448dex991.htm
Corrections to existing content founding location
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A5 – Founding location
[edit] | The user below has a request that an edit be made to Manning & Napier. That user has an actual or apparent conflict of interest. The requested edits backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: Add the founding location: the firm was founded in April 1970 in Rochester, New York, by William ("Bill") Manning and William ("Bill") Napier.
Sources:
- Rochester Business Journal, "Manning & Napier" profile (March 21, 2025) – https://rbj.net/2025/03/21/manning-napier/
- Rochester Business Journal, "William Manning: An entrepreneur who lives for innovations" (May 18, 2001) – https://rbj.net/2001/05/18/william-manning-an-entrepreneur-who-lives-for-innovations/
Ksan83 (talk) 15:38, 2 September 2026 (UTC)
Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
A · Corrections to existing content
[edit]A6 – Callodine acquisition (complete the account and strengthen sourcing)
[edit] | The user below has a request that a significant addition or re-write be made to this article for which that user has an actual or apparent conflict of interest. The backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Requested change: The article currently cites only a press release for the April 1, 2022 announcement. Please complete the account: On April 1, 2022, Manning & Napier announced it would be taken private by Callodine Group LLC, in partnership with East Asset Management (an investment vehicle of Terrence and Kim Pegula); the deal closed October 21, 2022, making the firm a wholly owned subsidiary of Callodine. Replace the press-release citation with the SEC filings below.
Sources:
- Manning & Napier, Inc. Form 8-K (SEC EDGAR, filed Oct. 21, 2022 – completion of merger) – https://www.sec.gov/Archives/edgar/data/1524223/000119312522266814/d304448d8k.htm
- Exhibit 99.1 to the same 8-K (announcement of completion, $12.85/share, East Asset Management partnership) – https://www.sec.gov/Archives/edgar/data/1524223/000119312522266814/d304448dex991.htm
- Rochester Beacon, "Manning & Napier to go private via sale" (April 1, 2022) – https://rochesterbeacon.com/2022/04/01/manning-napier-to-go-private-via-sale/
Ksan83 (talk) 15:39, 2 September 2026 (UTC)
Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
B · Additions
[edit]B1 – History (overview)
[edit] | The user below has a request that a significant addition or re-write be made to this article for which that user has an actual or apparent conflict of interest. The backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Proposed text: Founded in April 1970 in Rochester, New York, by William ("Bill") Manning and William J. ("Bill") Napier, the firm built diversified, multi-asset-class portfolios for individual and institutional clients. It launched its first mutual fund in 1984 and, in 1994, established Exeter Trust Company as a subsidiary to provide trust services to investment clients. That same year, a regulatory matter involving Bill Manning led to the informal naming of FINRA Rule 5320 — which prohibits FINRA member firms from placing their interests above the financial interests of the client — as the "Manning Rule."
Sources:
- Rochester Business Journal, "Manning & Napier" profile (March 21, 2025) – https://rbj.net/2025/03/21/manning-napier/
- SmartAsset, "Manning & Napier Advisors Review" (independent advisor review) – https://smartasset.com/financial-advisor/manning-and-napier-review
- Existing Wikipedia article, "Manning rule" (for the wikilink) – https://en.wikipedia.org/wiki/Manning_rule
- Federal Register notice confirming the rule's common name (SEC/NYSE Arca rulemaking, Aug. 24, 2011) – https://www.federalregister.gov/documents/2011/08/24/2011-21656
Additions
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
B2 – History: 2000–2010
[edit] | The user below has a request that a significant addition or re-write be made to this article for which that user has an actual or apparent conflict of interest. The backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Proposed text: Assets under management rose from $6.9 billion at the end of 1999 to $38.8 billion by September 2011, across a period that included two significant bear markets, including the 2008–09 financial crisis.
Sources:
- Rochester Business Journal, "William Manning: An entrepreneur who lives for innovations" (May 18, 2001) – https://rbj.net/2001/05/18/william-manning-an-entrepreneur-who-lives-for-innovations/
- Rochester Business Journal, "Manning & Napier growing under executive team" (Feb. 6, 2004) – https://rbj.net/2004/02/06/manning-napier-growing-under-executive-team/
- Manning & Napier, Inc. Form S-1/A (SEC EDGAR, Nov. 7, 2011) – AUM growth data and CEO transition
Additions History 2020-Present
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
B4 – History: 2020–present
[edit] | The user below has a request that a significant addition or re-write be made to this article for which that user has an actual or apparent conflict of interest. The backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Proposed text: In May 2026, Abacus Global Management (NYSE: ABX) closed a minority equity investment of approximately $52.9 million in Manning & Napier alongside a strategic alliance agreement; Manning & Napier continues to operate independently.
Sources:
- Rochester Business Journal, "Manning & Napier" profile (March 21, 2025) – https://rbj.net/2025/03/21/manning-napier/
- Rochester Beacon, "Manning & Napier to go private via sale" (April 1, 2022) – https://rochesterbeacon.com/2022/04/01/manning-napier-to-go-private-via-sale/
- Manning & Napier, Inc. Form 8-K (SEC EDGAR, Oct. 21, 2022) – https://www.sec.gov/Archives/edgar/data/1524223/000119312522266814/d304448d8k.htm
- Barron's, reprinted "Best Fund Families" coverage (2022) – https://webreprints.djreprints.com/58907WR.html
- Rochester Business Journal, "Manning & Napier CEO to retire..." (Feb. 16, 2026) – https://rbj.net/2026/02/16/manning-napier-ceo-marc-mayer-retires-leadership-transition-2026/
Additions Products
[edit]Conflict of interest disclosure: I am an employee of Manning & Napier and am posting the following requests in accordance with Wikipedia's paid-contribution disclosure policy. I have disclosed this affiliation on my user page and am not editing the article directly. Sources are provided for each item below. Thank you for your time reviewing these.
| The Wikimedia Foundation's Terms of Use require that editors disclose their "employer, client, and affiliation" with respect to any paid contribution; see WP:PAID. For advice about reviewing paid contributions, see WP:COIRESPONSE. |
B5 – Products
[edit] | The user below has a request that a significant addition or re-write be made to this article for which that user has an actual or apparent conflict of interest. The backlog is very high. Please be extremely patient. There are currently 904 requests waiting for review. Please read the instructions for the parameters used by this template for accepting and declining them, and review the request below and make the edit if it is well sourced, neutral, and follows other Wikipedia guidelines and policies. Remember to set the |answered= parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. |
Proposed text: Manning & Napier provides investment management and wealth management services to individuals, business owners, non-profits, and institutions.
Its investment offerings include separately managed accounts, proprietary mutual funds (through Manning & Napier Fund, Inc.), collective investment trusts, and private and interval funds, spanning equity, fixed-income, and blended-asset ("life cycle") portfolios, including target-date strategies.
Its wealth management services include retirement, tax, and estate planning; investment management; endowment and foundation consulting; and planning services for business owners.
Sources:
- Manning & Napier, Inc. Form S-1/A (SEC EDGAR, 2011) – product line description
- SmartAsset, "Manning & Napier Advisors Review" – https://smartasset.com/financial-advisor/manning-and-napier-review
- SEC comment letter (2014) re: target-date/life cycle fund offerings – https://www.sec.gov/comments/s7-12-10/s71210-108.pdf
Ksan83 (talk) 15:56, 2 September 2026 (UTC)
- Stub-Class WikiProject Business articles
- Low-importance WikiProject Business articles
- WikiProject Business articles
- Stub-Class Finance & Investment articles
- Low-importance Finance & Investment articles
- WikiProject Finance & Investment articles
- Stub-Class New York City articles
- Low-importance New York City articles
- WikiProject New York City articles
- Paid contributions with no listed employer
- Talk pages of subject pages with paid contributions
- Wikipedia conflict of interest edit requests