Brad Morgan
Gestionnaire de Portefeuille-Actions chez Mariner LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Nolan D. Kamerer | M | - |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
University of Tennessee
| 11 ans |
| Jeff Krumpelman | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Marty Bicknell | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
| Katrina Delores Scott | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Nicholas Frank MacDonald | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 2 ans |
| Jenika Rae Cook | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
| Bill Greiner | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 12 ans |
| Sherri Lynn Hazell | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
| Ken Powell | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 17 ans |
| Will Geisdorf | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
| Marty Kossoff | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
| Rebecca Marie Haney | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Jon Bresnen | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Kristin Ann Fishbaugh | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Mindy McLaughlin-Hinaman | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Victor Gerald Soucy | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
| Crawford Gallimore | M | - |
University of Tennessee
| 16 ans |
| Josh Goldman | M | 41 |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 2 ans |
| Stefanie Louise Yeager | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Karl A. Schledwitz | M | - |
University of Tennessee
| 19 ans |
| Bruce Elliott Kusmin | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
| Tom Kleban | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
| Valerie Lucille Newell | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 12 ans |
| Matt Moetzinger | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 13 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Mark Andrew Caplinger | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
| Aaron Browning | M | - |
University of Tennessee
| 6 ans |
| Kevin Heinrich | M | - |
University of Tennessee
| 4 ans |
| Kathryn E. Grooms | F | 39 |
University of Tennessee
| 5 ans |
| Garrett Arms | M | - |
University of Tennessee
| 5 ans |
| Tara Dempsey Carlson | F | - |
University of Tennessee
| 3 ans |
| Benjamin Brownlow | M | - |
University of Tennessee
| 6 ans |
| Ashley Wilson | F | - |
University of Tennessee
| 4 ans |
| Christof Fischer | M | - |
University of Tennessee
| 4 ans |
| Phillip Fulmer | M | - |
University of Tennessee
| 16 ans |
| Todd Stewart | M | - |
University of Tennessee
| 5 ans |
| Derek Christopher Bland | M | - |
University of Tennessee
| 3 ans |
| Zach Parham | M | - |
University of Tennessee
| 4 ans |
| Grayson Barnard | M | - |
University of Tennessee
| 4 ans |
| Andrew Ritter | M | - |
University of Tennessee
| 4 ans |
| James Ryan Story | M | - |
University of Tennessee
| 4 ans |
| Mike Schachleiter | M | - |
University of Tennessee
| 1 ans |
| Campbell Harlan | M | - |
University of Tennessee
| 4 ans |
| Steve Hedrick | M | - |
University of Tennessee
| 1 ans |
| John Pontius | M | 68 |
University of Tennessee
| 2 ans |
| Chidinma I. Iwueke | F | - |
University of Tennessee
| 4 ans |
| William S. Nuckols | M | - |
University of Tennessee
| 4 ans |
| Sarah Gardial | M | 66 |
University of Tennessee
| 8 ans |
| Ryan Thomas Kelly | M | - |
University of Tennessee
| 4 ans |
| Jeremy Floyd | M | - |
University of Tennessee
| 1 ans |
| Daniel Krikorian | M | - |
University of Tennessee
| 4 ans |
| Noel Barnard | M | - |
University of Tennessee
| 4 ans |
| Stuart Hutton | M | - |
University of Tennessee
| 5 ans |
| Drew Ryan Waldron | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 7 ans |
| Song Nan Yang | M | 40 |
University of Tennessee
| 4 ans |
| Rusty Kruciak | M | - |
University of Tennessee
| 4 ans |
| Lai Wei | M | 47 |
University of Tennessee
| 3 ans |
| Wesley Roberts | M | - |
University of Tennessee
| 4 ans |
| Tony Hughes | M | - |
University of Tennessee
| 4 ans |
| Whitney Williams | F | - |
University of Tennessee
| 5 ans |
| Leigh Cason | F | - |
University of Tennessee
| 1 ans |
| Andrew Bouldin | M | - |
University of Tennessee
| 4 ans |
| Brian Simmons | M | - |
University of Tennessee
| 4 ans |
| Kyle William Johns | M | - |
University of Tennessee
| 4 ans |
| Bill W. Stacy | M | 85 |
University of Tennessee
| 7 ans |
| Mark Dwayne Yankee | M | - |
University of Tennessee
| 4 ans |
| Justin Arthur Lester | M | - |
University of Tennessee
| 4 ans |
| Christopher Leichtweis | M | 65 |
University of Tennessee
| 2 ans |
| Ronald F. Dresen | M | - |
University of Tennessee
| 2 ans |
| Stevan D. Porter | M | - |
University of Tennessee
| 2 ans |
| Cari McGlamery Shanks | F | - |
University of Tennessee
| 1 ans |
| Blanding Beatty | M | - |
University of Tennessee
| 3 ans |
| Tom Welch | M | - |
University of Tennessee
| 2 ans |
| Prince Y. McKinney | M | - |
University of Tennessee
| 4 ans |
| Lisa Gunderson | F | - |
University of Tennessee
| 1 ans |
| Tim Evans | M | - |
University of Tennessee
| 2 ans |
| Jeremy Jeter | M | - |
University of Tennessee
| 4 ans |
| Jamie Baskin | M | - |
University of Tennessee
| 4 ans |
| Ryan S. Taylor | M | - |
University of Tennessee
| 4 ans |
| Jackie G. Hood | F | - |
University of Tennessee
| 2 ans |
| Lee Lacy | M | - |
University of Tennessee
| 3 ans |
| Melissa Melton | F | - |
University of Tennessee
| 4 ans |
| Nicholas J. Northington | M | - |
University of Tennessee
| 4 ans |
| Randall M. Hawkins | M | - |
University of Tennessee
| 4 ans |
| Samantha Landmesser | F | - |
University of Tennessee
| 4 ans |
| Scott Wyckoff | M | - |
University of Tennessee
| 4 ans |
| Stefanie Newsome-Ryan | F | - |
University of Tennessee
| 4 ans |
| Sarah Hope Myers | F | 38 |
University of Tennessee
| 4 ans |
| Keith Brakebill | M | 41 |
University of Tennessee
| 4 ans |
| Danny Rosenbalm | M | - |
University of Tennessee
| 4 ans |
| Margaux Wood | F | - |
University of Tennessee
| 4 ans |
| Meredith Duke | F | - |
University of Tennessee
| 4 ans |
| Mitchell Steiner | M | 63 |
University of Tennessee
| 9 ans |
| Bryan James Lee | M | - |
University of Tennessee
| 3 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 93 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Brad Morgan
- Réseau Personnel
