Richard Goldberg
Director/Board Member at MANNING & NAPIER, INC.
Profile
Richard S.
Goldberg is currently a Director at Manning & Napier Advisors LLC since 2014, a Director at Manning & Napier, Inc. since 2014, and a Director at Columbia School of International & Public Affairs since 2009.
Previously, he worked as MD & Head-North American Financial Institutions at Dresdner Kleinwort Wasserstein-Grantchester, Inc. and as Vice President-Mergers & Acquisitions at Lazard, Inc. He completed his undergraduate degree at Boston College in 1975 and earned an MBA from The Wharton School of the University of Pennsylvania in 1978.
Richard Goldberg active positions
| Companies | Position | Start |
|---|---|---|
| MANNING & NAPIER, INC. | Director/Board Member | 2014-06-17 |
| Columbia School of International & Public Affairs | Director/Board Member | 2008-12-31 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Portfolio Manager-Equities | 2014-05-31 |
Former positions of Richard Goldberg
| Companies | Position | End |
|---|---|---|
| LAZARD, INC. | Corporate Officer/Principal | - |
Dresdner Kleinwort Wasserstein-Grantchester, Inc.
 Dresdner Kleinwort Wasserstein-Grantchester, Inc. Investment Banks/BrokersFinance Founded in 2000, Dresdner Kleinwort Wasserstein-Grantchester, Inc. is a security broker dealer that is part of Commerzbank AG. The company is based in Los Angeles, CA. | Corporate Officer/Principal | - |
Training of Richard Goldberg
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
| Boston College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LAZARD, INC. | Finance |
| Private companies | 3 |
|---|---|
Manning & Napier, Inc.
 Manning & Napier, Inc. Investment ManagersFinance Manning & Napier, Inc. engages in the provision of investment advisory servcies. The firm offers a broad range of financial solutions and investment strategies, including wealth management services. It provides investment management services to separately managed accounts, mutual funds, and collective investment trust funds. The company was founded by William Manning and William Napier in April 1970 and is headquartered in Fairport, NY. | Finance |
Dresdner Kleinwort Wasserstein-Grantchester, Inc.
Dresdner Kleinwort Wasserstein-Grantchester, Inc. Investment Banks/BrokersFinance Founded in 2000, Dresdner Kleinwort Wasserstein-Grantchester, Inc. is a security broker dealer that is part of Commerzbank AG. The company is based in Los Angeles, CA. | Finance |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
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