Brian CFA

Managing Director - Investments at Mariner Platform Solutions - Overland Park, KS, US

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Mariner Platform Solutions
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Mariner Platform Solutions

Overland Park, KS, US • 5 - 9 Employees
Financial Services

Mariner Platform Solutions was created to solve a need we saw in the advisory marketplace. Over the years, we have met countless advisors who are seeking a platform to better serve their clients in a fiduciary and client-first environment. Many of those same advisors have a desire to continue to build their own company, but simply lack the resources to do it all. Succession planning and continuity of their businesses aren't yet a challenge and these firms typically are not seeking a liquidity event or an equity partner. They simply lack the resources to grow and are spending too much of their time focusing on operating their business rather than serving their clients.

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Frequently Asked Questions about Brian CFA
Brian CFA currently works for Mariner Platform Solutions.
Brian CFA's role at Mariner Platform Solutions is Managing Director - Investments.
Brian CFA's email address is ***@marinerplatform.com. To view Brian CFA's full email address, please signup to ConnectPlex.
Brian CFA works in the Financial Services industry.
Brian CFA's colleagues at Mariner Platform Solutions are Lake Smith, Alison Roth, Hayden Virtue, Lena Tito, Edmond Xiong, Michael Burr, Ali Roth and others.
Brian CFA's phone number is ["+13144978467","+19514153001","+19517350678","+17169652518","+17164652424","+13144529265","+1636357
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