The Financial Services Network

Chris McLeod, AIF®

Senior Consultant, Independent Portfolio Management and Consulting, Mariner

In his role as Assistant Vice President, Trading Operations Administrator on The Mariner Advisor Network’s Portfolio Consulting team, Chris offers trading and investment support for Diamond Group Wealth Advisors. As a key...

Jeremy Olen, CFA®

National Managing Director, Mariner

Jeremy is a national managing director at Mariner and leads the firm’s independent portfolio management and consulting team. Prior to joining Mariner, Jeremy established and managed a natural resource hedge fund, Stowe Partners LLC....

John Lischer, CAIA, CIMA®

Senior Consultant, Independent Portfolio Management and Consulting , Mariner

John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a consulting team to support independent advisors in creating model portfolios and investment strategies.Over the course...

Tim Baumert

Managing Consultant, Independent Portfolio Management and Consulting, Mariner

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team-centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their...