Mariner Executive and Leadership Team

Jeffrey Poe, the Chief Financial Officer at Mariner, directs the firm's financial strategy and fiscal operations. Poe oversees all aspects of financial planning, budgeting, and reporting, ensuring robust financial health and compliance with industry regulations. This leadership role involves managing investment portfolios, optimizing capital allocation, and driving profitability through strategic financial initiatives. Poe's oversight extends to risk management and the development of financial models that support long-term growth and stability. By meticulously analyzing market trends and economic indicators, Jeffrey Poe ensures Mariner maintains a strong financial foundation, enabling the firm to deliver its comprehensive wealth planning resources and integrated services effectively. The Chief Financial Officer's guidance is critical in maintaining the firm's commitment to providing advice designed to last.

David Lemmon, the Deputy Chief Financial Officer at Mariner, supports the Chief Financial Officer in managing the firm's financial operations and strategic planning. Lemmon assists in overseeing financial reporting, budgeting processes, and investment analysis, ensuring adherence to fiscal policies and regulatory requirements. This role involves contributing to the development of financial strategies that underpin Mariner's commitment to providing 360-degree advice designed to last. Working closely with the CFO, the Deputy Chief Financial Officer helps to optimize financial performance and manage risk across the organization. David Lemmon's contributions are essential in maintaining the financial integrity and stability that allows Mariner to offer a comprehensive suite of services, simplifying clients' financial lives. The Deputy Chief Financial Officer plays a key part in the firm's fiscal discipline and growth.

Paul Cantor, the Chief Operating Officer at Mariner, manages the firm's day-to-day operational efficiency and service delivery. Cantor oversees the execution of strategic initiatives, ensuring seamless integration of wealth planning, tax planning, and insurance services. This critical role involves optimizing internal processes, enhancing operational scalability, and maintaining the high standards of client service that Mariner is known for. Directing the operational framework, the Chief Operating Officer ensures that the firm's integrated approach to wealth management functions cohesively, simplifying clients' financial lives. Paul Cantor's focus on operational excellence supports the firm's mission to provide advice that is flexible and designed to last. The Chief Operating Officer's leadership ensures that Mariner's commitment to client goals is consistently met through effective and streamlined operations.

Cheryl Vohland, the Chief Operating Officer & Chief Strategy Officer at Mariner, drives operational excellence and shapes the firm's strategic direction. Vohland oversees the execution of strategic plans, ensuring alignment across all business functions and enhancing the delivery of integrated wealth management services. This dual executive role involves optimizing operational efficiency while identifying and pursuing new growth opportunities that align with Mariner's mission. Directing both operations and strategy, the Chief Operating Officer & Chief Strategy Officer ensures that the firm remains agile and responsive to market dynamics and client needs. Cheryl Vohland's leadership is pivotal in maintaining Mariner's commitment to providing flexible, lasting advice and simplifying clients' financial lives through a cohesive, forward-thinking approach. The Chief Operating Officer & Chief Strategy Officer's vision guides the firm's long-term development and operational effectiveness.

Jadin Winberg, the President at Mariner, provides overarching leadership and strategic direction for the entire organization. Winberg guides the firm's vision, ensuring that Mariner consistently delivers its core promise of 360-degree advice designed to last. This executive position involves fostering a culture of client-centricity and innovation, overseeing all major business units, and ensuring the seamless integration of services like wealth planning, tax, and insurance. Leading the firm, the President champions the company's mission to help clients identify what is important and achieve their goals. Jadin Winberg's leadership is fundamental to upholding Mariner's commitment to simplifying clients' lives through an integrated approach to wealth management. The President's strategic oversight ensures sustained growth and client satisfaction across all operations.

Matthew Thomas, the Chief Revenue Officer at Mariner, spearheads initiatives to drive revenue growth and expand market penetration. Thomas directs sales strategies, client acquisition efforts, and revenue forecasting across all business units. This executive function involves cultivating strong client relationships and identifying new opportunities for service expansion, aligning with Mariner's focus on 360-degree advice. Overseeing the revenue generation pipeline, the Chief Revenue Officer ensures that sales teams are equipped with the resources and strategies needed to meet ambitious targets. Matthew Thomas's leadership is integral to translating the firm's integrated approach to wealth management into tangible business outcomes, simplifying clients' lives by ensuring all their financial needs are met. The Chief Revenue Officer's strategic vision directly impacts the firm's ability to achieve its growth objectives and enhance client value.

Rachel Tuinen, the Chief of Staff at Mariner, provides strategic support and operational coordination across executive functions. Tuinen facilitates the execution of key strategic priorities, ensuring alignment between departmental objectives and the firm's overarching mission. This role involves managing cross-functional projects, enhancing communication channels, and driving operational improvements that support Mariner's commitment to 360-degree advice. Overseeing special initiatives and executive communications, the Chief of Staff ensures that the leadership team operates cohesively and efficiently. Rachel Tuinen's efforts are vital in translating the firm's philosophy of providing flexible, lasting financial strategies into actionable plans. The Chief of Staff's role is instrumental in maintaining the integrated approach to wealth management and simplifying clients' financial lives.

Kate Ardini, the Chief Marketing Officer at Mariner, directs the firm's brand strategy and market outreach initiatives. Ardini oversees the development and execution of marketing campaigns designed to communicate Mariner's unique value proposition of 360-degree advice. This leadership function involves enhancing brand visibility, driving client engagement, and supporting business development efforts across all service lines, including wealth planning, tax, and insurance. Leading the marketing division, the Chief Marketing Officer ensures that the firm's commitment to providing flexible, lasting financial strategies resonates with target audiences. Kate Ardini's strategic marketing leadership is crucial for articulating how Mariner simplifies clients' lives by offering an integrated approach to wealth management. The Chief Marketing Officer's efforts are key to attracting and retaining clients seeking comprehensive financial guidance.

Jeffrey Foley, the Senior VP, Operations Technology & Chief Technology Officer at Mariner, leads the firm's technology infrastructure and operational systems. Foley directs the development and implementation of technological solutions that enhance service delivery and support Mariner's integrated wealth management approach. This executive responsibility includes overseeing cybersecurity, data management, and the digital platforms that empower clients and advisors. Driving technological innovation, the Chief Technology Officer ensures that Mariner's operations are efficient, secure, and scalable, supporting the firm's commitment to providing lasting advice. Jeffrey Foley's expertise is critical in leveraging technology to simplify clients' financial lives and maintain a competitive edge in the finance industry. The Chief Technology Officer's vision guides the firm's digital transformation and operational resilience.