Aaron McGreevy, CRPS, AAMS®
Chief Distribution Officer
Aaron McGreevy is the Chief Distribution Officer at Manning & Napier. In this capacity, he is responsible for leading and developing the firm’s sales and distribution strategy, including the Wealth Management, Intermediary, and Institutional/Taft-Hartley sales channels, and the firm’s mutual fund complex. He also oversees the Portfolio Strategies Group including the RFP Team as well as the overall client servicing efforts across all channels.
Aaron joined the firm in 2004 and has 27 years of industry
experience. Aaron previously served as the firm’s Managing Director of
Institutional & Intermediary Sales, Managing Director of Taft-Hartley
Services, Vice President/Portfolio Strategist, and Senior Risk Management
Analyst. Prior to joining Manning & Napier, Aaron served as an Investment
Officer at Fifth Third Bank.
Aaron earned a bachelor’s degree in Business Administration
from the University of Findlay. He is also a Chartered SRI (ESG) Counselor,
Chartered Retirement Plan Specialist (CRPS), and an Accredited Asset Management
Specialist (AAMS). He is a member of the International Foundation of Employee
Benefit Plans and The Association of Union Constructors. Aaron is an Executive
Board Member of Scouting BSA’s Simon Kenton Council. He holds Series 6, 63, and
65 licenses.