Senior Internal Regional Consultant
Steve Barbesh is a Senior Internal Regional Consultant at Manning & Napier. In this capacity, he is responsible for sharing financial market insights, with an ability to explain complex financial concepts; offering specific investment solutions based on client needs and objectives; and effectively communicating investment strategies, performance, and portfolio positioning.
Steve joined the firm in 2021 and has over 20 years of experience in the financial services industry, including more than eight years with AllianceBernstein. His prior experience also includes over four years with OppenheimerFunds.
Steve earned his MBA from Rider University and his BS in Accounting from Syracuse University. He holds Series 6, 7, 63, and New Jersey Life & Health Insurance licenses. Steve also holds a Chartered Retirement Planning Counselor (CRPC) designation.
Phone: (585) 450-2650