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August 25, 2014 at 01:54 PM
William Greiner will be elevated to the newly created position of chief investment strategist of Mariner Holdings, the company announced late last week.
In this new role, Greiner — the former chief investment officer of Mariner Wealth Advisors — will drive the economic and capital markets outlook for both Mariner Wealth Advisors and Montage Investments, Mariner Holdings’ asset management subsidiary.
“I am thrilled that Bill Greiner has agreed to elevate his role to the Mariner Holdings level,” said Marty Bicknell, CEO of Mariner Holdings, in a press release. “His capital markets insight over the past several years has been immensely helpful to our clients at Mariner Wealth Advisors, and I look forward to leveraging his background as a renowned economic historian more broadly across the entire firm.”
Adding a chief investment strategist to serve the broader Mariner organization, Bicknell says, means Mariner can provide the advisors under the Montage network with more resources. Mariner, which houses 25 partnered firms, will now be able to provide and distribute guidance, written materials and more to the advisors of those firms.
“If they don’t have the internal resources, they can leverage ours,” Bicknell said in a phone interview with ThinkAdvisor. “Firms that are using our products will be able to have access to Bill’s written materials.”
Bicknell spoke to ThinkAdvisor in April about Mariner’s goal to ease its firms’ day-to-day burden of running a business so the founding advisors can focus on client service.
“That’s exactly the point,” Bicknell said to ThinkAdvisor about this latest move to strengthen the investment strategy across Mariner Holdings. “We want to continue to make sure we’re [supporting] our advisors so they can really spend the majority of their time face-to-face or elbow-to-elbow … with their clients.”
