As a Financial Consultant, Coty is responsible for managing all aspects of client relationships. He currently works with individuals/families, non-profit organizations, and small to mid-sized businesses. Although he loves the investing side of the business, his greatest joy comes from helping people in his community achieve the goals they never thought possible. Helping individuals and families succeed financially has ended up being one of the most rewarding experiences for him and has become his primary motivation.

While Coty works with all types of clients, he holds the Certified Exit Planning Advisor designation to support him in his work with business owners. He has a high level of knowledge when it comes to understanding the transition process for business owners as they move into the next stage of their lives.

Prior to joining Manning & Napier in 2023, he worked as an advisor at Merrill Lynch and was a vice president at Goldman Sachs. He earned his BS from SUNY Fredonia and holds Series 7, 66, NYS Life, Accident, and Health licenses. In addition, Coty also holds a Chartered Retirement Planning Counselor (CRPC®) certificate, and an Accredited Portfolio Management Advisor (APMA®) certificate.

In his spare time, Coty is an avid golfer and loves to travel and explore new places. He volunteers with First Tee WNY and is the Co-Chair of the Association of Fundraising Professionals biggest event, National Philanthropy Day. He resides in Lancaster, NY with his wife, Victoria, their two children Connor and Valerie, and their rescued pup, Reggie.

Schedule a meeting with Coty