Angelo Manzo
Portefeuillebeheerder-Aandelen bij Meeder Asset Management, Inc.
Profiel
Mr. Angelo Manzo is a Vice President of Private Wealth at Meeder Asset Management, Inc. He joined Meeder in 2015.
With 15 years of investment industry experience, he is responsible for leading and managing private wealth management and advisory consulting.
He actively participates in the firm’s asset allocation strategy, external manager due diligence, and portfolio construction.
Mr. Manzo was previously employed as a Principal by HighTower Advisors LLC, a Principal by HighTower Securities LLC, an Investment Analyst by Morgan Stanley Smith Barney Private Management LLC, a Principal by KM&M Pinnacle Ltd., an Investment Analyst by Summit Benefit Solutions, Inc., a Financial Analyst by United States Air Force, and an Investment Strategist by Gryphon Financial Partners LLC.
He received his undergraduate degree from Otterbein College and an MBA from Wright State University (Ohio).
He currently holds the Chartered Financial Analyst designation, Chartered Alternative Investment Analyst designation, and FINRA series 7, 66, 31 licenses.
Actieve functies van Angelo Manzo
| Bedrijven | Functie | Begin |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Portefeuillebeheerder-Aandelen | 01-07-2015 |
Eerdere bekende functies van Angelo Manzo
| Bedrijven | Functie | Einde |
|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Corporate Officer/Principal | 01-06-2015 |
HighTower Securities LLC
 HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Corporate Officer/Principal | 01-06-2015 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 01-05-2014 |
Summit Benefit Solutions, Inc.
 Summit Benefit Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Summit Benefit Solutions, Inc. provides independent retirement plan administration, recordkeeping, payroll processing and tax reporting services. The firm serves investment advisors and plan sponsors. The company was founded by Sheri Baker in 1999 and is headquartered in Mansfield, OH. | Corporate Officer/Principal | 01-06-2010 |
KM&M Pinnacle Ltd.
 KM&M Pinnacle Ltd. Investment ManagersFinance KM&M Pinnacle Ltd. provides investment advice. The private company is based in Mansfield, OH. | Corporate Officer/Principal | 01-06-2010 |
Opleiding van Angelo Manzo
| Otterbein College | Undergraduate Degree |
| Wright State University (Ohio) | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
| US Air Force | Government |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Finance |
KM&M Pinnacle Ltd.
KM&M Pinnacle Ltd. Investment ManagersFinance KM&M Pinnacle Ltd. provides investment advice. The private company is based in Mansfield, OH. | Finance |
Summit Benefit Solutions, Inc.
Summit Benefit Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Summit Benefit Solutions, Inc. provides independent retirement plan administration, recordkeeping, payroll processing and tax reporting services. The firm serves investment advisors and plan sponsors. The company was founded by Sheri Baker in 1999 and is headquartered in Mansfield, OH. | Commercial Services |
Gryphon Financial Partners LLC
 Gryphon Financial Partners LLC Investment ManagersFinance Gryphon Financial Partners LLC (Gryphon) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Joel Guth in 2014. Gryphon provides investment advice to individuals, retirement plans, trusts, estates, corporations, and other business entities. | Finance |
