About
Allen Coker serves as a Senior Equity Analyst at Manning & Napier, based in NY, where he specializes in the consumer goods sector. In this role, he is responsible for evaluating companies, generating investment ideas, and making recommendations that drive portfolio construction, particularly focusing on trends affecting consumer discretionary and retail industries. His analysis covers business fundamentals, sector-specific risks, and strategic opportunities in the context of macroeconomic shifts, such as inflation and post-pandemic recovery.
Prior to joining Manning & Napier in 2013, Allen held key investment roles including Director of Investments at Mooring Financial Corporation and Associate at Sankaty Advisors, where he developed expertise in asset management and investment analysis across diverse industries. His experience encompasses both equity and fixed income strategies, with a consistent focus on fundamental company research and risk assessment.
Allen holds an MBA from Dartmouth College and a Bachelor of Arts in History from Williams College. Renowned for his sector expertise, he has contributed to Manning & Napier’s thought leadership by authoring insights on consumer market dynamics, inventory trends, and defensive positioning during economic cycles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manning & Napier | Senior Analyst | Dec 2013 to Present | — |
| Mooring Financial Corporation | Director, Investments | Jun 2009 to Nov 2013 | — |
| Sankaty Advisors | Associate | Jul 2003 to Jun 2007 | — |
Education
Dartmouth College
Master Of Business Administration
2007 — 2009
William
Bachelor Of Arts, History
1999 — 2003
Others at Manning & Napier Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
C Christian Andreach | Co-Head of Global Equities and Portfolio Manager | Chattanooga, TN , United States |
| Senior Trader | Bozeman, MT , United States | |
| Portfolio Strategist | Rochester, NY , United States | |
S Sahil Bhatia | Investment Analyst - Healthcare | Saint Petersburg, FL , United States |
| Associate Analyst Equity Research | Potomac, MD , United States | |
B Brian DiMarzo | Senior Trader | NY , United States |
| Trader | Rochester, NY , United States | |
| Equity Research Analyst | United States | |
| Senior Equity Research Analyst - Capital Goods and Materials Group | Rochester, NY , United States | |
| Research Analyst | Boston, MA , United States |