LEAWOOD, Kan., Aug. 20, 2014 /PRNewswire/ -- Mariner Holdings, an independent financial services firm and the parent company of Mariner Wealth Advisors and Montage Investments, today announced that William (Bill) Greiner, CFA, and former chief investment officer of Mariner Wealth Advisors, will now serve as chief investment strategist of Mariner Holdings. To support Mariner Wealth Advisors' investment organization, Mark A. Caplinger, CFA, has joined the firm as chief investment officer.
In his new role, Greiner will drive the economic and capital markets outlook for both Mariner Wealth Advisors and Montage Investments, Mariner Holdings' asset management subsidiary. Greiner will also continue to support Mariner Wealth Advisors with tactical asset allocation decisions.
According to Martin C. Bicknell, chief executive officer of Mariner Holdings, "I am thrilled that Bill Greiner has agreed to elevate his role to the Mariner Holdings level. His capital markets insight over the past several years has been immensely helpful to our clients at Mariner Wealth Advisors, and I look forward to leveraging his background as a renowned economic historian more broadly across the entire firm."
Greiner's capital markets and investment experience spans nearly 35 years. As the firm's investment strategist and spokesperson, he is sought after for his expertise and has appeared on hundreds of local and national business news outlets. He has been featured in respected financial publications, such as Barron's, The Wall Street Journal and BusinessWeek, and is now sharing his insights as a contributor via his Forbes blog.
As Greiner transitions to serving the broader Mariner organization, Mark A. Caplinger, CFA, joins Mariner Wealth Advisors as chief investment officer. With nearly three decades of industry experience, Caplinger specializes in developing recommendations on investment policy, portfolio design and implementation, and the execution of investment programs using both traditional and alternative investment strategies. Caplinger will lead Mariner Wealth Advisors' investment committee and will manage the firm's strategic and tactical asset allocation policies, procedures and application.
Caplinger joins the firm from Summit Strategies Group in St. Louis, where he was a senior vice president in the firm's consulting department. His past experience also includes serving as chief investment officer of the Teachers' Retirement System of the State of Illinois and as chief investment officer of the Public School Retirement System of Missouri.
"Mark's experience working directly with institutions, foundations and retirement plan clients to develop customized portfolio recommendations is second to none," said Bicknell. "Mark has consulted for some of the largest pension funds in the country and has an extensive understanding of investment policy design, portfolio structure and manager selection procedures. I am confident that he will bring distinct, customized solutions to all of our clients as he drives the firm's investment strategy. I cannot think of a more qualified individual to lead our investment-related initiatives."
A rapidly growing and award-winning independent financial services firm, Mariner Holdings, through its affiliates, provides financial advice and investment management services that are based purely on the needs and interests of clients. The changes to the firm's leadership team are the latest in a series of initiatives the firm has undertaken to further its goal of providing access to industry-leading solutions to a wide range of clients. Other recent initiatives include the acquisition of Allied Business Group to provide investment banking, valuation advisory and forensic accounting services to business owners, the launch of Mariner Trust Company to provide trust and estate planning solutions, and the launch of FirstPoint Financial, a firm dedicated to providing personalized advice with no minimum asset requirements.
About Mariner Holdings
Mariner Holdings is a rapidly growing and award-winning independent financial services firm focused on wealth and asset management through its two subsidiaries: Mariner Wealth Advisors and Montage Investments.
Visit www.mariner-holdings.com for more information.
About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. Mariner's expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm's wealth advisory services include:
- Financial planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning services
- Insurance consulting
Visit www.marinerwealthadvisors.com for more information.
About Montage Investments
Montage Investments provides institutional-caliber investments to investors and the financial professionals who serve them. Through a family of independent asset managers, unified by deep market insight and fundamental research, Montage offers alternative investment solutions across the spectrum of asset classes and strategies that include mutual funds, closed-end funds and separate accounts. Collectively, Montage Investments managed nearly $27 billion as of June 30, 2014.
Visit www.montageinvestments.com for more information.
SOURCE Mariner Holdings