← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（09/30/2024）
MANNING & NAPIER ADVISORS, LLC · 所有者与执行高管（CRD 105992）
机构事实页：MANNING & NAPIER ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/105992
Schedule A · 直接所有者（13 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MANNING & NAPIER GROUP, LLC | 境内实体 | MANAGING MEMBER | 是 | E |
| KUSHNER, JESSICA, MICHELE | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
| BATTAGLIA, PAUL, JOHN | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| Turner, Sarah, Christine | 个人 | GENERAL COUNSEL / CORPORATE SECRETARY | 是 | NA |
| MAYER, MARC, ORLANS | 个人 | CEO | 是 | NA |
| BRILEY, CHRISTOPHER, PICKETT | 个人 | CHIEF TECHNOLOGY OFFICER | 是 | NA |
| Kingsley Brunner, Nicole | 个人 | CHIEF MARKETING AND STRATEGY OFFICER | 是 | NA |
| MCGREEVY, AARON, THOMAS | 个人 | CHIEF DISTRIBUTION OFFICER | 是 | NA |
| Morabito, Scott, James | 个人 | MANAGING DIRECTOR, OPERATIONS | 是 | NA |
| GREEN, STACEY, JONES | 个人 | HEAD OF HUMAN RESOURCES | 是 | NA |
| PETROSINO, CHRISTOPHER, FRED | 个人 | MANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP | 是 | NA |
| WELLES, JAY, MICHAEL | 个人 | HEAD OF CORE EQUITIES & MANAGING DIRECTOR, TECHNOLOGY GROUP | 是 | NA |
| BUSHALLOW, MARC, EDWARD | 个人 | MANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER | 是 | NA |
Schedule B · 执行高管（9 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| MANNING & NAPIER, INC. | SOLE MANAGING MEMBER | 是 |
| CALLODINE MIDCO, INC. | OWNER | 是 |
| CALLODINE MN HOLDINGS, INC. | OWNER | 是 |
| CALLODINE AGGREGATOR, LLC | OWNER | 是 |
| CALLODINE GROUP, LLC | OWNER | 是 |
| EAST ASSET MANAGEMENT. LLC | OWNER | 是 |
| Morrow, James, Stuart | OWNER | 是 |
| PEGULA, KIM, SUANNE | OWNER | 是 |
| PEGULA, TERRENCE, MICHAEL | OWNER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
