Angelo Manzo
Vice President and Portfolio Manager at Meeder Asset Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Vice President and Portfolio Manager | Jun 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 Partners | Portfolio Manager | May 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 Stanley | Senior Investment Analyst | Jun 2010 to May 2014 | — |
| Summit Benefit Solutions, Inc | Investment Analyst | Aug 2007 to Oct 2010 | — |
| Department of Defense | Financial Analyst | Oct 2004 to Aug 2007 | — |
Education
Wright State University
2005 — 2006
Otterbein University
2000 — 2004
Skills & Expertise
Others at Meeder Asset Management Inc. (12)
| Name | Role | Location |
|---|---|---|
| Wealth Trading Analyst | Columbus, OH , United States | |
A Aneep Maniar | Portfolio Manager | Dublin, OH , United States |
| Quantitative Analyst | Columbus, OH , United States | |
J Jason Szabo | Portfolio Manager | Columbus, OH , United States |
| Chief Investment Officer | Columbus, OH , United States | |
| Investment Analyst | Bellevue, OH , United States | |
D Dale Smith | Chief Investment Officer Emeritus | Dublin, OH , United States |
| Portfolio Manager | Dublin, OH , United States | |
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |
R Richard Pfeuffer | Wealth Trading Analyst | Columbus, OH , United States |