OTA LEADERSHIP INDEX

Michael Manning

FEATURED ON
Money Maze Podcast

ARCHETYPE

The Orchestrator

Scaling people and moving parts into one working whole.

Michael Manning presents as a clear Orchestrator, coordinating a deeply diversified advisory enterprise across institutional and private wealth channels while holding the whole together through deliberate culture-building and cross-fertilization of ideas.

IN THEIR WORDS, WHY ORCHESTRATOR

“We want to be big and feel small. The be big is to have all the resources at their disposal. The feel small is that we're divided into segment teams so every client feels like they've got an intensity of client service that doesn't happen in a big organization.”

on NEPC's organizational philosophyundated

“We save our clients more in fees every year than we make as a firm, and I think that's a really good statement for what we're trying to do.”

on fee negotiation as core missionundated

“Focus on relationships and not the transactions. If you do the right thing and treat people fairly, you can sometimes get to a better outcome, and it's not just that one transaction.”

advice to young professionalsundated

MONEY MAZE PODCAST

Money Maze Podcast: “"The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC”

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Michael’s full six-dimension Leadership Index profile is held pending their validation. The archetype shown is derived from their interview transcript, held pending validation by the subject. How we read a leader →

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