Stephanie Cochran, AIF®, C(k)P®, RICP®, BFA™
Managing Director of Intermediary Strategy
Stephanie Cochran is the Managing Director of Intermediary Strategy at Manning & Napier. In this capacity, she is responsible for leading and developing the Intermediary Distribution Group’s (IDG) distribution strategy. She utilizes her 30 years of experience of supporting financial advisors to coach and mentor the channel’s sales talent. In addition, Stephanie oversees IDG’s internal sales desk.
Stephanie joined the firm in 2006 and previously served as Vice President and Senior Vice President for IDG. She was responsible for coordinating all aspects of advisory relationships with Manning & Napier in the Mid-Atlantic region. Prior to joining Manning & Napier, Stephanie held a variety of executive level positions including Vice President of a large broker-dealer and President of a registered investment advisory firm with over 250 Advisors.
Stephanie holds Series 6, 7, 26, 63, and 65 securities licenses. She also holds an Accredited Investment Fiduciary (AIF®) designation, a Behavioral Financial Advisor (BFA™) designation, and a Retirement Income Certified Professional (RICP®) designation. She earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Stephanie completed the Advanced Investment Strategist Institute certificate program through the Investment Management Consultants Association (IMCA).
Phone: (202) 981-7532