Accounting and Finance

Founder & CEO

Managing Director and Senior Wealth Advisor

Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Zoe Raises $30M in Series B Funding

Sageview backs $30m Series B for WealthTech disruptor Zoe

Zoe Secures $30 Million Series B Funding to Power the Future of Wealth Management

Senior Wealth Analyst

Mariner is a firm dedicated to providing exceptional advisory services to Ultra High Net Worth clients. The Senior Wealth Analyst will support the advisory team through technical analysis, client presentations, and financial modeling, ensuring high-quality service for complex client needs.

Senior Analyst, Mariner Ultra

Senior Analyst

Senior Research Analyst

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