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Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Mark Andrew Caplinger | M | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
William Gray | M | - |
The University of Tulsa
| 10 years |
Katheryn M. Pennington | F | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
Gavin W. Manes | M | - |
The University of Tulsa
| 3 years |
Michael E. Wiley | M | 73 |
The University of Tulsa
| 10 years |
Jesse Bomer | M | - |
The University of Tulsa
| 7 years |
Irina Matushevskaya | F | - |
The University of Tulsa
| 2 years |
Stephen Patrick Shepherd | M | - |
The University of Tulsa
| 4 years |
Matthew R. Dowdell | M | - |
The University of Tulsa
| 3 years |
Scott Mills | M | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
Drew McLaughlin | M | - |
The University of Tulsa
| 4 years |
Michael Kitces | M | - |
The University of Tulsa
| 3 years |
Katherine Tracey Michaels-Johnson | F | - |
The University of Tulsa
| 4 years |
John Christensen | M | - |
The University of Tulsa
| 1 years |
Chris Noel | M | - |
The University of Tulsa
| 4 years |
Natalie Haggard | F | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
J. Terrell Siegfried | M | - |
The University of Tulsa
| 4 years |
Martin H. Belsky | M | 79 |
The University of Tulsa
| 9 years |
Kristin L. Walters | F | - |
The University of Tulsa
| 2 years |
Curtis L. Rice | M | 47 |
The University of Tulsa
| 2 years |
John Bai | M | 58 |
The University of Tulsa
| 1 years |
Corey Redington | M | - |
The University of Tulsa
| 2 years |
Lance Watson | M | - |
The University of Tulsa
| 1 years |
Robert A. Kirkpatrick | M | - |
The University of Tulsa
| 2 years |
Alex Schneider | M | - |
The University of Tulsa
| 2 years |
Marshall Brewing | M | - |
The University of Tulsa
| 4 years |
Steven M. Davis | M | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
Jerry Nickell | M | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
Thomas Wesley Verdel | M | - |
The University of Tulsa
| 1 years |
Paul F. Largess | M | 73 |
The University of Tulsa
| 2 years |
Dave Brenia | M | - |
The University of Tulsa
| 2 years |
Mike Schloss | M | - |
The University of Tulsa
| 2 years |
Tracy Aguirre | F | - |
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | - |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 33 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Brad Rollins
- Personal Network