Tom Kleban
Analyst-Equity bei Mariner LLC
Profil
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.
Aktive Positionen von Tom Kleban
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Tom Kleban
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Tom Kleban
| The Pennsylvania State University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
