Partner with Mariner, with Robert Thomas

October 13 & October 15 at 10:00 a.m. Mountain

Moderator – Micah Hesting, Relationships & Business Development Strategist

About

A frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies and fee-based asset management, Rob Thomas has also been published in various financial periodicals, including Financial Planning and the Journal of Accountancy. Join him as he presents Series sponsor, Mariner Wealth Advisors’, diverse and flexible approach to investment management.

Robert Thomas

Designations and Licenses
Rob is a Certified Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ professional and a Certified Mutual Fund Specialist. 

Experience and Education
As managing director, Rob uses his more than 20 years of wealth management and investment experience to provide strategic insight to his team, clients and business partners. Prior to Mariner Wealth Advisors, he held positions with U.S. Trust Company, State Street Bank and another independent RIA. Rob is a member of the Financial Planning Association, the CFA Institute and the Institute of Business and Finance. 

He has a bachelor’s degree and an MBA degree from Pennsylvania State University. 

Accolades
Rob was ranked third in Pennsylvania on Barron’s 2020 Top 1200 Advisors by State list. He is a frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies and fee-based asset management. In addition, Rob has been published in various financial periodicals, including Financial Planning and the Journal of Accountancy.

Personal Interests
He is Chairman of the Board of St. Joseph’s Catholic Academy. Rob is also involved with State College Food Bank and Knights of Columbus. In his free time, he enjoys cheering on Penn State and the Pittsburgh Steelers, traveling, golfing and fishing.

About Mariner Wealth Advisors

We offer 360° advice designed to last.
We begin by listening to your greatest joys and challenges and what keeps you up at night. Only then will we thoughtfully choose an advisor we believe will be the best match for you based on your personality and how you think about money and life.

Because life is always changing, the financial strategy we create together will change along with it. Whether you need help transferring wealth to your heirs, creating a strategy to protect assets, like your home and wealth, integrating your personal and business plans, or creating an investment strategy that aligns with your goals and values, you can do all of that at Mariner Wealth Advisors.

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