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Angelo Manzo
Gestionnaire de Portefeuille-Actions chez
Meeder Asset Management, Inc.
Profil
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.
Postes actifs de Angelo Manzo
| Sociétés | Poste | Début |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing. | Gestionnaire de Portefeuille-Actions | 01/07/2015 |
Anciens postes connus de Angelo Manzo
| Sociétés | Poste | Fin |
|---|---|---|
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Corporate Officer/Principal | 01/06/2015 |
HighTower Securities LLC
 HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/06/2015 |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Corporate Officer/Principal | 01/05/2014 |
Summit Benefit Solutions, Inc.
 Summit Benefit Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Provides premium, independent retirement plan administration, recordkeeping, payroll processing and tax reporting services | Corporate Officer/Principal | 01/06/2010 |
KM&M Pinnacle Ltd.
 KM&M Pinnacle Ltd. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/06/2010 |
Formation de Angelo Manzo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing. | Finance |
Otterbein College
 Otterbein College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wright State University (Ohio)
 Wright State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Morgan Stanley Smith Barney Private Management serves as the investment advisor to funds designed to offer qualified investors the opportunity to invest in private equity investment funds-of-funds. The firm does not provide investment advice directly to investors in the funds. | Finance |
US Air Force
 US Air Force SovereignGovernment Provides aerial warfare and space warfare services | Government |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
KM&M Pinnacle Ltd.
KM&M Pinnacle Ltd. Investment ManagersFinance Provides investment advice | Finance |
Summit Benefit Solutions, Inc.
Summit Benefit Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Provides premium, independent retirement plan administration, recordkeeping, payroll processing and tax reporting services | Commercial Services |
Gryphon Financial Partners LLC
 Gryphon Financial Partners LLC Investment ManagersFinance Gryphon is a “total portfolio” manager using an active, diversified investment approach. They believe that a portfolio should be diversified, and seek to achieve excess returns by overweighting undervalued asset classes and investment styles. Typically, the firm uses model portfolios that seek to meet the individual needs and risk tolerances of their clients. | Finance |
