Manning & Napier is a publicly-traded independent investment management firm that provides clients with a broad range of financial solutions and investment strategies, including wealth management services.

Founded in 1970, Manning & Napier is a registered investment advisor and offers a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. Financial Consultants serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments, and foundations. Simply stated, our mission is to help our clients meet their investment goals.

For many of these clients, the relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems.

Greg Holden
Director of Wealth Management Southeast & Senior Financial Consultant
Manning & Napier Advisors

As Managing Director of Wealth Management, Greg Holden
supports and recruits the Financial Consultants within the
Wealth Management Group of Manning & Napier. In 2019,
he was named Director of Wealth Management for the
Southeast. As a Senior Financial Consultant, Greg brings 15
years of industry experience to provide thoughtful and timely
investment solutions to individual/private client investors and
institutions. He joined Manning & Napier in 2009 and is
based out of the Southeast regional office in St. Petersburg,

Greg has worked with a wide variety of high net worth and
institutional clients including family offices, individuals and
families, trusts, estates, foundations, non-profit
organizations, governmental entities, and retirement plans.
In conjunction with Manning & Napier’s Wealth Management
Services, Greg has provided counsel to clients and their
professional advisors on a variety of matters including risk
management, multi-generational family planning, estate
planning, and the sale of closely held businesses. Working
with Manning & Napier’s Endowment & Foundation Services
Team, he leverages his current and past experiences as a
board member to assist with investment policy creation and
review, asset allocation, spending policy, governance, and
asset/liability matching. Greg began his career as an
investment banker working with several boutique firms
focused on deals in the Midwestern States based out of
Columbus, Ohio.

A graduate of Denison University, Greg has continued to be
active with the school throughout his career. He has also
made extensive contributions to the communities we serve
through his leadership of non-profit organizations. Greg
currently volunteers for the St. Petersburg Free Clinic;
Greater Tampa Bay Area Council, Boy Scouts of America;
and the St. Petersburg Economic Development Corporation.
He is a past member of the St. Petersburg Area Chamber of
Commerce. Greg is an Eagle Scout and avid outdoorsman.