Ethan McKenney, CFP®
Director of Wealth Management
Ethan McKenney is the Director of Wealth Management and a Senior Financial Consultant at Manning & Napier. He is based in our Rochester headquarters.
In this capacity, he is responsible for outlining and implementing the business plan and growth goals for the Wealth Management channel of the firm. When field-facing, he helps our clients by coordinating all aspects of their relationships with Manning & Napier. He works with all client types including individuals, corporations, and non-profits.
Ethan has a robust financial planning background, so he prides himself on making decisions based on his client's full financial picture. This includes, but is not limited to, helping them better understand their current investments and to ensure their assets are being managed in line with their objectives, providing comprehensive financial plans, reviewing the suitability of existing investments, and discussing trends in the current market environment.
Ethan's favorite part of his job is helping his clients achieve the retirement dreams they have been working towards their whole career. He establishes personal relationships with his clients so that he is able to be sensitive to their individual needs and preferences.
Prior to his current role, he has held several positions within the firm since joining in 2005. This has given him deep industry knowledge and perspective as he answers clients' questions. He is a CERTIFIED FINANCIAL PLANNERTM professional and holds Series 6,7, and 63 licenses. Ethan holds a BA in Statistics and a BS in Applied Mathematics from the University of Rochester, as well as an MBA in Finance from the Simon School.
Ethan spends most of his free time with his two young children. He enjoys attending live sporting events and is a devoted Pittsburgh Steelers fan after growing up in that area. He also can be found engaging in outdoor activity, including hiking, biking, kayaking, and golfing.