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Rating:Scout's CIO Jumps to a Wealth Manager Not Rated 2.0 Email Routing List Email & Route  Print Print
Friday, March 30, 2012

Scout's CIO Jumps to a Wealth Manager

Reported by Neil Anderson, Managing Editor

Scout Funds' [profile] chief investment officer just joined a wealth management firm. Yesterday Leawood, Kansas-based Mariner Wealth Advisors revealed the addition of Bill Greiner as CIO

Greiner first joined Kansas City, Missouri-based Scout's parent, UMB, 13 years ago as CIO for Northern Trust. A spokeswoman for Scout spokeswoman told MFWire.com that Scout is "not currently planning to replace him." The PM team will now report to Scout's CEO, Andy Iseman.

Mariner's sibling, Montage Investments, is an acquirer of asset management firms. Its 14 boutiques include several mutual fund firms: Convergence Investment Partners, Nuance Investments, Palmer Square Capital Management and Tortoise Capital Advisors [see MFWire.com, 2/6/2012].

Company Press Release

Mariner Wealth Advisors Hires William B. Greiner as New Chief Investment Officer

The renowned industry veteran brings experience and national recognition to the firm
Leawood, Kan. – March 29, 2012 – Mariner Wealth Advisors today announced that William B. Greiner has joined the firm as its new chief investment officer. An industry veteran with more than 25 years of experience and a national reputation as a trusted source for investment and market insight, Greiner has left his role as chief investment officer of Scout Investment Advisors and Scout Funds to join Mariner. Greiner started with Scout’s parent company, UMB, in 1999 as chief investment officer after working for Northern Trust in Chicago.

Greiner’s background also includes his position as a CFA® charter holder, a member of the CFA Institute and a member of the Kansas City CFA Society. He was named BusinessWeek’s 2005 Stock Market Strategist of the Year and has appeared multiple times on national television as an industry expert, including appearances on Bloomberg Television, CNBC and CNBC Worldwide. He has also expressed his views on the U.S. economy in publications such as Barron’s, The Wall Street Journal and BusinessWeek.

“As one might imagine, we are thrilled that Bill has made the decision to join our firm,” said Marty Bicknell, chief executive officer of Mariner Wealth Advisors. “He has an excellent reputation and a long track record of providing innovation and insight to help investors meet their goals. These qualities are in line with our firm’s focus on meeting our clients’ individual needs, and I am excited about him leading our wealth management organization as we continue to grow and deliver solutions for our clients.”

Founded with a mission of helping individuals and families achieve financial peace of mind, Mariner Wealth Advisors has become known for providing financial advice that is based purely on the needs and interests of clients. The firm’s performance has resulted in recognition from Barron’s as well as a growing base of clients who want unbiased advice and proven strategies that deliver results.

“Bill has a distinguished reputation as a leading industry expert,” said Gary Henson, president of Mariner Holdings, the parent company of Mariner Wealth Advisors. “He brings a wide breadth of investment knowledge to our firm that I’m confident will greatly enhance our ability to provide innovative, custom investment solutions to our clients’ portfolios.”

According to Greiner, “I decided to join Mariner because I appreciate what the firm has accomplished for its clients and am looking forward to contributing to its future growth. I see great opportunities at Mariner – for myself, my family and most importantly – for the clients who choose to place their financial futures in the very competent hands of the Mariner wealth professionals.”

About Mariner Wealth Advisors
Mariner Wealth Advisors is an independent, national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. Mariner’s performance has resulted in steady growth and a national reputation as one of the top financial advisors in the industry.

Mariner’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm’s services include:
Wealth transfer
Risk management
Investment advisory services
Executive compensation planning
Business succession planning
Family office services

Visit www.marinerwealthadvisors.com

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