The Financial Services Network
The Financial Services Network
Chris McLeod, AIF®
Assistant Vice President, Trading Operations Administrator
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...
CHRISTOPHER F. MERCADO MBA, CFP® , CIMA® , AIFA®
Managing Partner and Chief Investment Strategist
As an owner and Managing Partner of The Mariner Advisor Network, Christopher is responsible for assisting The Diamond Group Wealth Advisors with Business Development initiatives focused on identifying growth opportunities and strategies.
Jeremy Olen, CFA®
Managing Partner & Chief Investment Officer
As an owner and Managing Partner of The Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting The Diamond Group Wealth Advisors.
Tim Baumert
Vice President, Portfolio Consulting, Lead Portfolio Coordinator
Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting and Lead Portfolio Coordinator in 2021. He has nearly three decades of industry experience, including serving as an investment officer