GRANITE INVESTMENT ADVISORS - Key Persons
Job Titles:
- Managing Director, Institutional Cash Management
Aaron holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Experience and Education
As managing director, Aaron co-manages all aspects of portfolio management, security selection and client support for our institutional cash management group. He joins Mariner most recently from BOK Financial Securities where he co-led the corporate cash investments group. Prior to that, he was director of equity research for a hedge fund and portfolio management for J.P. Morgan. He started his career in public accounting.
Aaron has a bachelor's degree in accounting from the University of Tulsa.
Aaron is a CERTIFIED FINANCIAL PLANNING™ professional. He holds health, life and variable insurance licenses.
Experience and Education
Aaron creates customized wealth management solutions for his clients, often integrating trust services or estate planning, personal insurance solutions and retirement planning.
Prior to joining Mariner, he was a partner, vice president and financial planning consultant at HK Financial Services (HKFS).
Aaron has a Bachelor of Arts degree in economics with a minor in business management from St. John's University. He also has a master's degree in financial services from American College.
Job Titles:
- Director, Senior Wealth Consultant
Aaron is a Certified Investment Management Analyst®.
Experience and Education
Aaron focuses on new business development through Mariner's Referral Partner Program (RPP). In this role, he provides communication, development and support to team members as well as hands-on involvement in the RPP sales strategy and process.
Aaron has a bachelor's degree in finance from Georgia State University and is a member of the Investment Management Consultants Association.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Wealth Advisor
Alejandro is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.
Experience and Education
Alejandro provides advice and financial planning solutions to clients. Prior to joining Mariner, Alejandro was an associate wealth advisor with Singer Xenos Schechter Sosler.
He has a bachelor's degree in business administration with a focus in finance from Florida International University.
Job Titles:
- National Managing Director
Alise is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
As the head of organic growth, Alise is responsible for overseeing and developing client acquisition strategies for Mariner, including corporate partnerships, referral partner programs, traditional business development, digital lead programs as well as a wide range of emerging programs. She also oversees growth strategy for advisor solutions, such as retirement and financial wellness, and provides business development strategies to the ultra-high-net-worth team.
Prior to joining Mariner, Alise was a member of leadership and an advisor at Mercer Advisors and before that, an advisor at Mosaic Financial Partners in San Francisco. Early in her career, she worked in various investor relations roles for institutional clients including endowment, sovereign wealth and pension funds and for high-net-worth families.
Alise studied financial planning at the University of California, Berkeley and received a bachelor's degree with honors from Le Moyne College. She is a member of the Financial Planning Association and former board chair for the Financial Planning Association of the East Bay. She is a board member of AdvisorsGiveBack.org.
Amanda is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Amy is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNING Professional TM.
Experience and Education
Amy provides customized, comprehensive financial planning to clients. Prior to joining Mariner, Amy was a tax accountant and CPA for Boyum Barenscheer where she assisted individuals and small businesses with tax compliance and planning. Prior to that, she was an internal auditor at Wells Fargo in Minneapolis.
Amy holds a bachelor's degree in accounting and finance from University of Minnesota-Twin Cities.
Job Titles:
- Managing Director & Senior Wealth Advisor
- Managing Director & Senior Wealth Advisor, Shares How His Experiences With Setbacks Have Allowed Him to Help.
Andreas is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Andreas advises clients through all stages of their lives while placing specific emphasis on providing wealth management in areas that include investment management, estate planning, tax planning and retirement forecasting.
Prior to joining Mariner, Andreas spent seven years at various independent wealth management firms in the Twin Cities. He has experience working closely with corporate executives and small-business owners to help them navigate the complexities of their personal wealth.
Andreas has a bachelor's degree in economics with an emphasis in finance from Bethel University.
Andreas Scott, managing director & senior wealth advisor, shares how his experiences with setbacks have allowed him to help...
Job Titles:
- Director, Institutional Advisory Services
Angie holds the Qualified Plan Financial Consultant designation.
Experience and Education
Angie focuses on delivering quality retirement plan designs to clients.
Prior to joining Mariner, Angie was an account executive at SageView Advisory. Prior to that, she served as an account executive at a Kansas City-based retirement plan consulting firm, where she managed the service, enrollment and education of more than 50 retirement plan clients. Angie also worked for 13 years at American Century Investments, where she focused on delivering exceptional client service, including retirement plan fund analysis and investment solutions.
Angie has a bachelor's degree in marketing from Park University and a master's degree in business management from Baker University.
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Brett holds a life and health insurance license in Utah.
Experience and Education
Brett works with a wealth team that provides individuals and families with customized wealth management, including investment recommendations, to help them grow and protect their wealth.
Prior to joining Mariner, he was a financial representative for Guardian Life Insurance of America, where he helped build and develop client relationships, assisted clients with the implementation of protection coverage and processed client paperwork.
Brett has a bachelor's degree in finance from Utah Tech University (formerly Dixie State University).
Contact Brett Email Brett brett.franklin@marinerwealthadvisors.com 435-229-9459
Job Titles:
- CFP® Senior Wealth Advisor
Job Titles:
- Managing Director & Senior Wealth Advisor
David enjoys fly fishing and racquetball. He is an active member in good standing of the Senior Lawyers' Section, State Bar of Michigan and a member of the Michigan Bankers Association's Traveling Circus.
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Director, Tax Planning & Preparation
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Manager, Portfolio Transition Consulting
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Associate Wealth Advisor
- Director & Senior Wealth Advisor
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Director, Tax Planning & Preparation
Job Titles:
- Regional Vice President & Senior Wealth Advisor
Job Titles:
- Director & Senior Wealth Advisor
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Managing Director & Senior Wealth Advisor
Job Titles:
- Managing Director, Institutional Advisory Services
Job Titles:
- Director & Senior Wealth Advisor