Print this article

New Chief Investment Officer At Mariner Wealth Advisors

Eliane Chavagnon

21 August 2014

Mark Caplinger has taken over from William Greiner as chief investment officer of , as Greiner becomes chief investment strategist of Mariner Holdings.

Greiner will drive the economic and capital markets outlook for both Mariner Wealth Advisors and Montage Investments, Mariner Holdings' asset management subsidiary. He will also continue to support Mariner Wealth Advisors with tactical asset allocation decisions, the firm said.

Meanwhile, with nearly three decades of industry experience, Caplinger specializes in developing recommendations on investment policy, portfolio design and implementation, and the execution of investment programs using traditional and alternative investment strategies.

He will lead Mariner Wealth Advisors' investment committee and will manage the firm's strategic and tactical asset allocation policies, procedures and application. He joins the firm from Summit Strategies Group in St Louis, MO, where he was a senior vice president in the firm's consulting department. 

Mariner Holdings is an independent financial services firm focused on wealth and asset management through its two subsidiaries: Mariner Wealth Advisors and Montage Investments.