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Mariner Wealth Advisors
Company Name
Main Industry
Venture Capital & Private Equity, Finance
Website
www.marinerwealthadvisors.comHeadquarters
Cincinnati, Ohio Office
Houston, Texas Office
At Mariner Wealth Advisors, we focus on providing 360-degree advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they achieve their goals—we’re committed to being here for everything life brings their way. We’ve bu ilt our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives.
...Read MoreMariner Wealth Advisors LLC
Mariner Wealth Advisors
Mariner Holdings
Mariner Wealth Advisors-NYC, LLC
Mariner Holdings LLC
$3.9 B
325
2006
Mariner Wealth Advisors raised a total of $75 M in funding over 1 rounds.
Name & Title | Social | Contact Info | |
---|---|---|---|
![]() Jeff Poe Chief Financial Officer | Visit Profile | ||
![]() Kara Stoecklein Senior VP, Human Resources | Visit Profile | ||
Colleen Betzler Principal, Chief Operating Officer and Senior Financial Advisor | Visit Profile | ||
![]() Cheryl Bicknell Chief Operating Officer & Chief Strategy Officer | Visit Profile | ||
Anne Dorian Senior Vice President and General Counsel | Visit Profile | ||
![]() Katrina Radenberg Chief Investment Officer | Visit Profile | ||
Cheryl Vohland Chief Compliance Officer | Visit Profile | ||
![]() Jeff Krumpelman Investment Chief & Head of Equities Strategist | Visit Profile | ||
Katrina Scott Chief Investment Officer | Visit Profile | ||
Michelle Grillone Chief Compliance Officer, Co & Director, Operations | Visit Profile | ||
![]() Matthew DiQuollo Regional VP | Visit Profile | ||
Anne Pleviak Senior VP, Regulatory Compliance | Visit Profile |
Name & Title | Social | Contact Info | |
---|---|---|---|
Joyce Skaperdas Manager, Wealth | Visit Profile | ||
Lindsey Serrano Senior Wealth Consultant | Visit Profile | ||
Carl Watkins Director, Senior Wealth Advisor | Visit Profile | ||
Grace Taylor Administrative Assistant | Visit Profile | ||
Robert DiQuollo Senior Managing Director | Visit Profile | ||
Michael Rg Vice President, Private Investments Alternatives | Visit Profile | ||
Janice Murray Senior Client Service Associate | Visit Profile | ||
Russ Cepa Senior MS Mpas Cfp Aep Wealth Advisor | Visit Profile | ||
Han Wang Tax Assistant | Visit Profile | ||
Kristen Roder Operations Associate | Visit Profile | ||
Matt Luster Manager, System Engineering | Visit Profile | ||
Brent Hochman Director, Information Systems | Visit Profile | ||
Morgan Seale Associate Wealth Advisor | Visit Profile | ||
Nolan Kamerer Senior Portfolio Manager | Visit Profile |
Here's a list of some of the top trending technologies and APIs used by Mariner Wealth Advisors.
(10 Technologies)
(5 Technologies)
(4 Technologies)
(4 Technologies)
(4 Technologies)
Company | Employees | Revenue | Top technologies |
---|---|---|---|
Rockefeller | 493 | $254.2 M | |
CWM | 309 | $143.1 M | |
Wealth Management | 1,680 | $361.6 M | |
Wealth Enhancement Group | 250 | $116.5 M | |
Aldrich Wealth | 370 | $52.1 M |