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Angelo Manzo

Angelo Manzo

Vice President and Portfolio Manager at Meeder Asset Management Inc.

Powell, OH , United States

About

Angelo Manzo is Vice President, Private Wealth – Investments at Meeder Investment Management in Powell, Ohio, where he leads the firm's Private Wealth division. In this role since 2015, he manages substantial high net worth portfolios, directs a team of investment professionals, and develops bespoke investment strategies for affluent clients. Angelo’s responsibilities center on asset allocation, alternative investments, and multi-asset portfolio management, with particular expertise in crafting tailored solutions for individuals and families with complex financial needs.

Throughout his career, Angelo has held senior roles including Portfolio Manager at Gryphon Financial Partners and Senior Investment Analyst at Morgan Stanley, giving him extensive experience across traditional and alternative asset classes. He is recognized for his thought leadership, frequently presenting at industry conferences, and has a background that also includes work in corporate and national security finance.

Angelo holds a B.S. in Finance from Otterbein University, an M.B.A. from Wright State University, and is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP). His innovative portfolio solutions and commitment to advisor empowerment have made significant contributions to private wealth management and the advancement of tailored investment offerings for high net worth clients.

Career History

OrganizationRoleDate RangeDetails
Meeder Investment ManagementVice President and Portfolio ManagerJun 2015 to Present
Lead team in the management and growth of personalized investment solutions for financial advisors • Present proposals and customized solutions to high net worth clients and assist financial advisors...
Gryphon Financial PartnersPortfolio ManagerMay 2014 to Jun 2015
Manage investment team and high net worth portfolios. Provide investment recommendations and perform manager due diligence on funds, hedge funds, and private investments. Prepare market reviews and ...
Morgan StanleySenior Investment AnalystJun 2010 to May 2014
Summit Benefit Solutions, IncInvestment AnalystAug 2007 to Oct 2010
Department of DefenseFinancial AnalystOct 2004 to Aug 2007

Education

Wright State University

2005 2006

Otterbein University

2000 2004

Skills & Expertise

Presentations
Alternative Investments
Asset Allocation
Wealth Management
Mutual Funds
Portfolio Management
Asset Management
Investment Strategies
Management
Investments
Business Analysis
Finance
Strategic Planning
Strategy
Sales

Others at Meeder Asset Management Inc. (12)

NameRoleLocation
Adam Hoover
Adam Hoover
Wealth Trading AnalystColumbus, OH , United States
A
Aneep Maniar
Portfolio ManagerDublin, OH , United States
Jacob Savage
Jacob Savage
Quantitative AnalystColumbus, OH , United States
J
Jason Szabo
Portfolio ManagerColumbus, OH , United States
Joe Bell
Joe Bell
Chief Investment OfficerColumbus, OH , United States
Joshua Hunter
Joshua Hunter
Investment AnalystBellevue, OH , United States
D
Dale Smith
Chief Investment Officer EmeritusDublin, OH , United States
Jacob Billhartz
Jacob Billhartz
Portfolio ManagerDublin, OH , United States
M
Mark Wu
Quantitative AnalystDublin, OH , United States
R
Richard Pfeuffer
Wealth Trading AnalystColumbus, OH , United States
Showing 1-10 of 12 team members