Investment Management Group

We provide investment education, expertise and advice to advisors in order to help clients achieve their goals while managing risk.

INVESTMENT COMMITTEE

The investment committee is responsible for establishing and driving investment policies for the firm. This includes but is not limited to, items such as establishing capital market assumptions and asset allocation guidelines, as well as the hiring and firing of third party strategies for use in client portfolios.

Investment Philosophy

Katrina Radenberg, CFA

Katrina Radenberg, CFA

Chief Investment Officer

Bill Greiner, CFA

Bill Greiner, CFA

Chief Economist

Jeffrey Krumpelman, CFA

Jeffrey Krumpelman, CFA

Chief Investment Strategist, Head of Equities

Ken Powell, CFA

Ken Powell, CFA

Senior Portfolio Manager, Equities

Brad Rollins, CFA

Brad Rollins, CFA

Vice President, Investments

Alan Skrainka, CFA

Alan Skrainka, CFA

Director, Manager Research

Sanja Milas Hardy, CFP®

Sanja Milas Hardy, CFP®

Senior Wealth Advisor

Justin Richter, CFA, CFP®

Justin Richter, CFA, CFP®

Senior Wealth Advisor

Rob Woodard, CFA, CAIA®, CLU®, ChFC®, CFP®

Rob Woodard, CFA, CAIA®, CLU®, ChFC®, CFP®

Managing Director, Institutional Consulting

Brett Kunshek, CFA

Brett Kunshek, CFA

Head of Options

Sandy Pourcillie, CFA

Sandy Pourcillie, CFA

Head of Fixed Income

EQUITIES TEAM

Dedicated team managing portfolios of individual equities for the firm’s clients. Takes a highly customized approach in working with advisors in onboarding new clients and transitioning a client’s existing individual equity portfolio to our strategies. The team offers insight into the equity markets through commentary and will provide comments and opinions on stock positions to help you better communicate with clients.

Equities Internal Strategies

Jeffrey Krumpelman, CFA

Jeffrey Krumpelman, CFA

Chief Investment Strategist, Head of Equities

Ken Powell, CFA

Ken Powell, CFA

Senior Portfolio Manager, Equities

J.P. Weidler

J.P. Weidler

Product Specialist, Equities

Kyle Moore

Kyle Moore

Senior Portfolio Manager, Equities

Dan Whitney

Dan Whitney

Senior Trader, Equities

Tyler Barrett

Tyler Barrett

Analyst, Equities

Austin Porta

Austin Porta

Analyst, Portfolio Implementation

Keith Behymer

Keith Behymer

Analyst, Trading & Operations

Josh Runion

Josh Runion

Analyst, Portfolio Implementation

FIXED INCOME TEAM

Dedicated team focused on managing individual fixed income portfolios for the firm’s clients. The team manages both corporate and municipal bond strategies. In addition to this, the team is also responsible for ongoing credit surveillance for all individual bonds held across client portfolios. The team offers fixed income expertise and outlook through commentary.

Fixed Income Internal Strategies

Sandy Pourcillie, CFA

Sandy Pourcillie, CFA

Head of Fixed Income

Brian Tournier

Brian Tournier

Senior Analyst, Fixed Income

Luca Vujovic

Luca Vujovic

Portfolio Manager, Fixed Income

Kojo Owusu

Kojo Owusu

Portfolio Manager, Fixed Income

Mary Sawyer

Mary Sawyer

Senior Trader, Fixed Income

Max Boland

Max Boland

Trader, Fixed Income

OPTIONS TEAM

Dedicated team focused on option strategy management and custom overlays such as covered calls and protective puts as an investment offering for clients. This team will review your client portfolios and help to identify if an option strategy is appropriate, which strategy will work for your clients, and work directly with advisor and client to fully educate on these complex offerings.

Options Internal Strategies

Brett Kunshek, CFA

Brett Kunshek, CFA

Head of Options

Adam Finke

Adam Finke

Portfolio Manager, Options

To keep up with the Investment Management Group, follow us on Workplace. For questions, contact us at investments@marinerwealthadvisors.com.