Profiel
Cheryl Bicknell is the founder of CopperPoint (Kansas).
She is currently the Chief Operating & Strategy Officer at Mariner Wealth Advisors LLC since 2009.
Previously, she worked as the Chief Operating & Strategy Officer at Montage Investments LLC and as the Treasurer at Palmer Square Opportunistic Income Fund.
Ms. Bicknell completed her undergraduate degree at Arizona State University and her graduate degrees at the University of San Diego and the University of Kansas School of Law.
Actieve functies van Cheryl Bicknell
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Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Operationeel Directeur | 01-03-2009 |
Eerdere bekende functies van Cheryl Bicknell
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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. | Operationeel Directeur | 05-01-2017 |
Palmer Square Opportunistic Income Fund
Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS. | Treasurer | - |
Opleiding van Cheryl Bicknell
Arizona State University | Undergraduate Degree |
University of San Diego | Graduate Degree |
University of Kansas School of Law | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |
Palmer Square Opportunistic Income Fund
Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS. | Miscellaneous |
Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Finance |