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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Brian Leitner, CFP®, ChFC®
Head of Mariner Platform Solutions at Mariner Platform Solutions

Profile

Brian has oversight over Mariner Platform Solutions, a fee-for-service platform that offers advisors technology, business infrastructure and access to tenured teams, including investment management, tax and trust services, to help run their practices more efficiently and increase their capacity to serve clients. In his role, he oversees business development and works closely with advisors to help elevate their client experience, increase their value proposition and grow their business. Brian has had a variety of different leadership roles within Mariner Wealth Advisors.

Prior to joining Mariner Wealth Advisors in 2010, Brian was head of the Preferred Planning platform at UBS, where he managed a group of professionals who provided comprehensive wealth advice to high-net-worth clients. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients.

Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.


Agenda Sessions

  • Organic Growth (Marketing and Business Development) Workshop

    3:45pm