Jeff McCormack is a Senior Financial Consultant at Manning & Napier. He is based in our Rochester home office.

As Senior Financial Consultant, Jeff is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning.

Jeff has more than two decades of experience in the financial services industry, including roles in wealth management and investment management. Armed with a Chartered Financial Analyst designation and a degree in Mathematics, his educational background gives him a keen understanding of the intricacies of investing. He works with all client types, but his own experience as a startup founder makes him an especially trusted advisor to business owners and boards.

Jeff is also passionate about education and mental health advocacy. He is currently vice chair of the board at the Mary Cariola Center, and helps with his wife's family non-profit, MEGs Gift, which advocates for mental health across the Rochester community. When he's not working or giving back to the community, you can find him at his kids' sporting events or rooting for Ohio State Football (both of his parents attended OSU) and the Buffalo Bills!

Jeff earned his BA in Mathematics from Nazareth University . He is a CFA® Charterholder and currently holds Series 7 and 63 licenses.

Schedule a meeting with Jeff