Profiel
Mr. William B.
Greiner is a Chief Economist at Mariner LLC and at Mariner Wealth Advisors-NYC LLC.
He drives the economic and capital markets outlook for the firm and supports the investment team with tactical asset allocation decisions.
As the Mariner LLC's chief economist and spokesperson, he is sought after for his expertise and has appeared on hundreds of local and national business news outlets and his capital markets and investment experience spans over 40 years.
Prior to joining Mariner, Mr. Greiner was Chief Investment Officer and President of Scout Investments, where he was directly responsible for the Scout Investments Global Equity investment process.
He started with Scout’s parent company, UMB, in 1999.
During his time with UMB, he was the Chief Investment Officer of UMB Bank and had ultimate responsibility for all UMB portfolio managers.
He also served as Chairman of the UMB Asset Allocation and Large Cap Equity Strategy Committees and was a member of the UMB Fixed Income Committee.
Before joining UMB, he worked for Northern Trust Company in Chicago.
Mr. Greiner holds a Bachelor’s degree in Economics and Finance from Washburn University in Topeka, Kansas.
He holds the designation of Chartered Financial Analyst and is a member of the CFA Institute and the Kansas City CFA Society.
He is also a trustee for the Washburn Endowment Association.
Actieve functies van Bill Greiner
| Bedrijven | Functie | Begin |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Econoom | 01-03-2012 |
Mariner Wealth Advisors-NYC LLC
 Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Econoom | 01-01-2018 |
Eerdere bekende functies van Bill Greiner
| Bedrijven | Functie | Einde |
|---|---|---|
Montage Investments LLC
 Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Marktstrateeg | 05-01-2017 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 31-12-1998 |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | President | 02-02-2011 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Chief Investment Officer | - |
Opleiding van Bill Greiner
| Washburn University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 6 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Finance |
Montage Investments LLC
Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Finance |