Career history of Mark Andrew Caplinger
Former positions of Mark Andrew Caplinger
Companies | Position | Start | End |
---|---|---|---|
Mariner Wealth Advisors-Madison LLC
Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors-Madison LLC is a registered investment advisor headquartered in Overland Park, Kansas. The firm does business as Mariner Wealth Advisors. They are owned by Mariner LLC, itself wholly-owned by Mariner Holdings LLC. The Bicknell Family Holding Co. LLC is the majority owner and manager of Mariner Holdings LLC. | Chief Investment Officer | - | 30/12/2017 |
Investment Committee Member | - | 30/12/2017 | |
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. | Chief Investment Officer | - | 30/12/2017 |
Investment Committee Member | - | 30/12/2017 | |
Portfolio Manager-Equities | - | 30/12/2017 | |
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. | Chief Investment Officer | 31/07/2014 | 30/11/2017 |
Investment Committee Member | 31/07/2014 | 30/11/2017 | |
Portfolio Manager-Equities | 31/07/2014 | 30/11/2017 | |
Summit Strategies, Inc. (MO)
Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Corporate Officer/Principal | - | - |
Mariner Wealth Advisors-Chicago LLC
Mariner Wealth Advisors-Chicago LLC Investment ManagersFinance Part of Bicknell Family Holding Co. LLC, Mariner Wealth Advisors-Chicago LLC is a financial advisory company that partners with clients to create flexible financial strategies. The company is based in Oakbrook Terrace, IL. The company's ultimate goal is to help clients identify what is important to them and achieve their goals. The company was founded in 2015. The CEO is Martin Christopher Bicknell. | Chief Investment Officer | - | - |
Investment Committee Member | - | - | |
Portfolio Manager-Equities | - | - | |
Mariner Wealth Advisors-Leawood LLC
Mariner Wealth Advisors-Leawood LLC Investment ManagersFinance Founded in 2014, Mariner Wealth Advisors–Leawood LLC is a registered investment advisor located in Leawood, Kansas. The firm does business as Mariner Wealth Advisors. The firm''s majority owner is Mariner Wealth Advisors LLC. The Bicknell Family Holding Co. LLC is the manager of Mariner Holdings. Martin Bicknell is the elected manager of the Bicknell Family Holding Co. Mariner Wealth Advisors primarily provides personal financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | - | - |
Investment Committee Member | - | - | |
Portfolio Manager-Equities | - | - | |
Mariner Wealth Advisors-St. Louis LLC
Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Chief Investment Officer | - | - |
Investment Committee Member | - | - | |
Portfolio Manager-Equities | - | - | |
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. | Chief Investment Officer | - | - |
Portfolio Manager-Equities | - | - | |
Head of Private Banking | - | - | |
Missouri State Employees Retirement System
Missouri State Employees Retirement System Investment ManagersFinance The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri. | Corporate Officer/Principal | - | - |
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Training of Mark Andrew Caplinger
Westminster College (Missouri) | Undergraduate Degree |
University of Missouri | Masters Business Admin |
Statistics
International
United States | 14 |
Operational
Chief Investment Officer | 7 |
Investment Committee Member | 6 |
Portfolio Manager-Equities | 6 |
Sectoral
Finance | 12 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 11 |
---|---|
Teachers' Retirement System of the State of Illinois | Finance |
The Public School Retirement System of Missouri
The Public School Retirement System of Missouri Investment ManagersFinance Founded in 1946, the Public School Retirement System of Missouri is a pension fund administered in Jefferson City, Missouri. The fund provides service, retirement, disability, and survivor benefits for more than 130,000 active members and over 63,000 retired Missouri public school teachers, school employees and their families. | Finance |
Summit Strategies, Inc. (MO)
Summit Strategies, Inc. (MO) Investment ManagersFinance Founded in 1995, Summit Strategies, Inc. is a registered investment advisor located in St. Louis, Missouri. The firm provides investment consulting and/or other investment advisory services primarily to taxable and tax-exempt plan sponsors such as corporate, governmental and Taft-Hartley employee benefit and retirement plans; endowments; foundations and non-profit corporations; and hospitals and insurance reserves. Summit also provides advice to the Summit Strategic Solutions Funds, the Summit Strategies COI Fund, and the Summit Private Capital Fund, which are private investment funds. | Finance |
Missouri State Employees Retirement System
Missouri State Employees Retirement System Investment ManagersFinance The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri. | 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 |
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 |
Mariner Wealth Advisors-St. Louis LLC
Mariner Wealth Advisors-St. Louis LLC Investment ManagersFinance Mariner Wealth Advisors-St. Louis LLC is a financial advisory company founded in 2015. The company is based in St. Louis, MO. The company's focus is on partnering with clients to create a flexible financial strategy that can adapt to their changing needs. The ultimate goal is to help clients identify what is important to them and achieve their goals. | Finance |
Mariner Wealth Advisors-Leawood LLC
Mariner Wealth Advisors-Leawood LLC Investment ManagersFinance Founded in 2014, Mariner Wealth Advisors–Leawood LLC is a registered investment advisor located in Leawood, Kansas. The firm does business as Mariner Wealth Advisors. The firm''s majority owner is Mariner Wealth Advisors LLC. The Bicknell Family Holding Co. LLC is the manager of Mariner Holdings. Martin Bicknell is the elected manager of the Bicknell Family Holding Co. Mariner Wealth Advisors primarily provides personal financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Mariner Wealth Advisors-Madison LLC
Mariner Wealth Advisors-Madison LLC Investment ManagersFinance Mariner Wealth Advisors-Madison LLC is a registered investment advisor headquartered in Overland Park, Kansas. The firm does business as Mariner Wealth Advisors. They are owned by Mariner LLC, itself wholly-owned by Mariner Holdings LLC. The Bicknell Family Holding Co. LLC is the majority owner and manager of Mariner Holdings LLC. | Finance |
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. | Finance |
Mariner Wealth Advisors-Chicago LLC
Mariner Wealth Advisors-Chicago LLC Investment ManagersFinance Part of Bicknell Family Holding Co. LLC, Mariner Wealth Advisors-Chicago LLC is a financial advisory company that partners with clients to create flexible financial strategies. The company is based in Oakbrook Terrace, IL. The company's ultimate goal is to help clients identify what is important to them and achieve their goals. The company was founded in 2015. The CEO is Martin Christopher Bicknell. | Finance |