Sharon R. Treiser, MBA
Senior Financial Consultant
Sharon R. Treiser is the South Florida Market Lead and a Senior Financial Consultant at Manning & Napier primarily focusing on the southwest Florida region. Sharon leads a team-based approach, responsible for coordinating all aspects of client relationships with Manning & Napier, including both investment specific discussions and comprehensive wealth planning topics. With over three decades of experience in the financial services industry, Sharon has experience working at both large institutional and small boutique planning firms, focusing on successful individuals and families, as well as advising many philanthropic institutions on development. Prior to Manning & Napier, Sharon worked with JP Morgan Private Bank as a VP Senior Banker.
Sharon earned her BA from Washington University in St. Louis and her MBA from Olin School of Business. She holds Series 7 and 63 licenses.