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To access CG RIA content on the Site, you must attest that you are an investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law and accept these Terms and Conditions. Some content on the Site may require additional registration for access.

 

CG RIA content is solely intended for registered investment advisers who have agreed to these Terms and Conditions and for their use with their clients. By agreeing to these Terms and Conditions you are affirming that you are an investment adviser registered with the U.S Securities and Exchange Commission or under applicable state law and possess the financial sophistication and resources to understand and analyze the content presented herein. Further, by agreeing to these Terms and Conditions you are affirming your understanding that your use of this content with your clients is at your discretion, and it is your responsibility to ensure they understand the material and it is appropriate for their financial situation. 

 

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Brian Leitner

CFP®, ChFC®

 

Managing Director of Wealth Solutions, Mariner

 

Brian Leitner is responsible for leading strategic growth initiatives at Mariner, working closely with teams across the country to increase awareness of the firm’s resources, capabilities, and long‑term strategy. He is a frequent speaker at industry events and serves as host of several Mariner video series, including Your Questions, Answered.

 

Prior to joining Mariner in 2010, Brian was a director at UBS Financial, where he advised ultra‑high‑net‑worth clients and oversaw planning for individuals with $2 million to $10 million in assets, specializing in concentrated equity positions, philanthropic planning, and wealth transfer strategies. Earlier in his career, he was a consultant in the financial planning and tax services practice at Ernst & Young, LLP, providing investment and tax strategies to individual and corporate clients.

 

Brian holds a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University. He serves on the board of Giving the Basics and supports Kansas State University’s financial planning department.

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