Gregory Holden
Managing Director of Wealth Management
Greg Holden is the Managing Director of Wealth Management for Manning & Napier. He is responsible for leading the firm's wealth management team, recruiting new advisors, and continues to serve as an advisor to meet the investment and financial planning needs of key clients.
Greg has experience with a wide variety of high-net-worth and institutional clients including family offices, individuals and families, trusts, estates, foundations, non-profit organizations, governmental entities, and retirement plans. In conjunction with Manning & Napier’s Wealth Management Services, Greg has provided counsel to clients and their professional advisors on a variety of matters including risk management, multi-generational family planning, estate planning, and the sale of closely held businesses. Working with Manning & Napier’s Endowment & Foundation Services Team, he leverages his current and past experiences as a board member to assist with investment policy creation and review, asset allocation, spending policy, governance, and asset/liability matching.
Prior to joining the firm in 2009, Greg began his career as an investment banker working with several boutique firms focused on deals in the Midwestern States based out of Columbus, Ohio. He is currently based in the firm's Southeast Regional Office in St. Petersburg, FL.
A graduate of Denison University, Greg has continued to be active with the school throughout his career. He has also made extensive contributions to the communities we serve through his leadership of non-profit organizations. Greg currently serves as on the board of St. Anthony's Hospital, the St. Petersburg Free Clinic; the Greater Tampa Bay Area Council, Boy Scouts of America; and the St. Petersburg Economic Development Corporation. He is a past Chairman of the St. Petersburg Area Chamber of Commerce, the St. Petersburg Free Clinic and the Florida West Coast Employee Benefits Council. He is a member of Leadership St. Pete (2009), Leadership Florida (32), YPO Florida and was recognized with a 40 under 40 recognition by both the Tampa Bay Business Journal and the Business Observer. Greg is an Eagle Scout and avid outdoorsman.
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