About
Paul Stanzione, CFA, CAIA, is a Portfolio Strategist at Manning & Napier based in Rochester, NY, where he plays a key role in developing and communicating portfolio solutions for a diverse client base. He provides strategic guidance and thought leadership within the firm's Portfolio Strategies Group, focusing on asset allocation, risk management, and multi-asset portfolio construction.
Stanzione's expertise encompasses a range of asset classes including equities, fixed income, and alternative investments, with specialized experience supporting institutional and nonprofit clients. He frequently contributes to investment research initiatives and presents on market outlooks, investment strategy, and the construction of resilient investment plans for endowments and foundations.
Prior to his current position, Stanzione held roles as Product Manager and Investment Consultant at Manning & Napier, demonstrating a steady progression and deepening of his investment expertise since 2013. He holds dual bachelor's degrees in Finance and Economics from Syracuse University’s Martin J. Whitman School of Management, as well as both CFA and CAIA charters, underscoring his comprehensive skills in portfolio management and alternative assets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manning & Napier | Portfolio Strategist | Sep 2018 to Present | — |
| Manning & Napier | Product Manager | Jan 2017 to Sep 2018 | — |
| Manning & Napier Advisors | Investment Consultant | Jun 2013 to Jan 2017 | — |
| Manning & Napier Advisors | Assistant, Portfolio Strategies Group | Oct 2012 to Jun 2013 | — |
| Manning & Napier Advisors | Reconciler and Growth Team Member | Jun 2012 to Oct 2012 | — |
| BNY Mellon | Asset Servicing Intern | Jun 2011 to Aug 2011 | — |
| Syracuse University | Fitness Center Supervisor | Aug 2009 to Jul 2011 | — |
| Diversified Wealth Strategies | Intern | Jun 2010 to Aug 2010 | — |
Education
Syracuse University - Martin J. Whitman School of Management
B.S. & B.A., Finance & Economics
2008 — 2012
Skills & Expertise
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 |
S Sahil Bhatia | Investment Analyst - Healthcare | Saint Petersburg, FL , United States |
 | Associate Analyst Equity Research | Potomac, MD , United States |
 | Senior Analyst | NY , 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 |