Tom Kleban
Analyst-Equity bij Mariner LLC
Profiel
Mr. Thomas A.
Kleban is a Senior Research Analyst at Mariner LLC.
He assist in the formulation and management of asset-allocation models and monitors the firm’s recommended investments on a daily basis.
He also processes the firm’s corporate actions and provides key market and financial reports to advisors on a daily basis.
He has over 17 years of experience in providing financial analysis and investment management advice.
Prior to joining the firm, Mr. Kleban served as an Investment Analyst at an independent registered investment advisor.
He received his undergraduate degree from The Pennsylvania State University and an MBA from The Pennsylvania State University.
Actieve functies van Tom Kleban
| 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. | Analyst-Equity | 11-10-2018 |
Eerdere bekende functies van Tom Kleban
| Bedrijven | Functie | Einde |
|---|---|---|
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Analyst-Equity | 11-10-2018 |
Aris Corp.
 Aris Corp. Information Technology ServicesTechnology Services Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA. | Corporate Officer/Principal | - |
Opleiding van Tom Kleban
| The Pennsylvania State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Finance |
Aris Corp.
Aris Corp. Information Technology ServicesTechnology Services Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA. | Technology Services |
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 |
