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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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