William Greiner

William Greiner

Vice President and Senior Portfolio Manager

Followers of William Greiner2000 followers
location of William GreinerLeawood, Kansas, United States

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  • Timeline

  • About me

    Chief Investment Strategist at Mariner Holdings

  • Education

    • Institute of Chartered Financial Analysts

      1983 - 1988
      Chartered Financial Analyst
    • Washburn University

      1976 - 1980
      Bachelor of Business Administration (BBA) Economics/Finance

      Activities and Societies: Phi Delta Theta fraternity, Pep band, Concert band, Jazz band Received BBA in Economics and Finance

  • Experience

    • Northern Trust

      Jan 1987 - Jan 1999
      Vice President and Senior Portfolio Manager
    • UMB Bank

      Mar 1999 - Jun 2010
      Chief Investment Officer

      UMB Financial Corporation (Nasdaq: UMBF) is a diversified financial holding company headquartered in Kansas City, Mo., offering complete banking services, payment solutions, asset servicing and institutional investment management to customers.• Served as Chief investment officer and responsible for all UMB portfolio managers. • Also served as chairman of the UMB Asset Allocation and Large Cap Equity Strategy Committees and was a member of the UMB Fixed Income Committee.

    • Scout Investments

      Jun 2010 - Apr 2012
      President and Chief Investment Officer

      Scout Investments, Inc., a global asset manager headquartered in Kansas City, Mo., manages equity and fixed income investment strategies for institutions and individual investors. • Served as chief investment officer and president.• Was directly responsible for the Scout Investments Global Equity investment process.

    • Mariner Wealth Advisors

      Apr 2012 - Oct 2014
      Chief Investment Officer

      Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Served as the firm’s senior executive in all investment-related matters.• Drove and delivered economic and capital market outlooks, and managed strategic and tactical asset allocation policies, procedures and application – working directly with clients to develop custom investment solutions.• Offered viewpoints on economic and capital markets issues to various media outlets, serving as the firm’s public representative. Show less

    • Mariner Holdings

      Oct 2014 - now
      Chief Investment Strategist

      Mariner Holdings is a global financial services firm providing wealth advisory services and asset management through two distinct affiliates, Mariner Wealth Advisors and Montage Investments. • Drive the economic and capital markets outlook for the firm. • Support the investment team with tactical asset allocation decisions.• Produce regular market commentary to keep clients up-to-date on performance, prevailing market trends and timely insights.

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
  • Honors & Awards

    • Awarded to William Greiner
      Honorary Doctorate of Commerce Washburn University May 2015
  • Volunteer Experience

    • Trustee

      Issued by Washburn Univerwsity Endowment Association on Jan 2007
      Washburn Univerwsity Endowment AssociationAssociated with William Greiner