Experience

Mariner Holdings

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Strategist

  • Oct 2014 - Present

  Mariner Holdings is a global financial services firm providing wealth advisory services and asset management through two distinct affiliates, Mariner Wealth Advisors and Montage Investments. • Drive the economic and capital markets outlook for the firm. • Support the investment team with tactical asset allocation decisions. • Produce regular market commentary to keep clients up-to-date on performance, prevailing market trends and timely insights.



Mariner Wealth Advisors

• United States
• Financial Services
• 700 & Above Employee

• Chief Investment Officer

  • Apr 2012 - Oct 2014

  Leawood, Kansas Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Served as the firm’s senior executive in all investment-related matters. • Drove and delivered economic and capital market outlooks, and managed strategic and tactical asset allocation policies, procedures and application – working directly with clients to develop custom investment solutions. • Offered viewpoints on economic and… Show more Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Served as the firm’s senior executive in all investment-related matters. • Drove and delivered economic and capital market outlooks, and managed strategic and tactical asset allocation policies, procedures and application – working directly with clients to develop custom investment solutions. • Offered viewpoints on economic and capital markets issues to various media outlets, serving as the firm’s public representative. Show less



Scout Investments

• President and Chief Investment Officer

  • Jun 2010 - Apr 2012

  Kansas City, Missouri Area Scout Investments, Inc., a global asset manager headquartered in Kansas City, Mo., manages equity and fixed income investment strategies for institutions and individual investors. • Served as chief investment officer and president. • Was directly responsible for the Scout Investments Global Equity investment process.



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• Chief Investment Officer

  • Mar 1999 - Jun 2010

  UMB Financial Corporation (Nasdaq: UMBF) is a diversified financial holding company headquartered in Kansas City, Mo., offering complete banking services, payment solutions, asset servicing and institutional investment management to customers. • Served as Chief investment officer and responsible for all UMB portfolio managers. • Also served as chairman of the UMB Asset Allocation and Large Cap Equity Strategy Committees and was a member of the UMB Fixed Income Committee.



Northern Trust

• Vice President and Senior Portfolio Manager

  • 1987 - 1999