Jeffrey S. Coons, PhD, CFA
Manning & Napier
Jeffrey S. Coons is the president of Rochester, NY-based Manning & Napier, an investment management firm with $27 billion in AUM. The firm manages multi-asset class and single-asset class portfolios via a staff of over 400 employees, a commitment of resources that speaks to the importance of client service in its model. The firm also has its own captive trust company, mutual fund complex and significant depth of expertise within its team of over 65 investment professionals.
As president, Coons is responsible for the firm’s IT and administrative operations, together with its client analytics team, a group that provides additional information and services to help clients understand their situation, establish their objectives, and meet their overall needs. He also oversees the firm’s trust company, and supports its product development, research and sales efforts.
I recently sat down with Coons to get his read on current and future industry trends, including technology’s impact on the field of asset management, and his thoughts on regulation and the ongoing struggle for gender equity in the sector. Continue reading