Mariner Wealth Advisors has named Mark Caplinger as new chief investment officer.

Access deeper industry intelligence

Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.

Find out more

Additionally, Mariner Holdings, the parent company of Mariner Wealth Advisors, has hired William (Bill) Greiner as chief investment strategist.

In his new role, Greiner will drive the economic and capital markets outlook for both Mariner Wealth Advisors and Montage Investments, Mariner Holdings’ asset management subsidiary.

In addition, Greiner will also support Mariner Wealth Advisors with tactical asset allocation decisions. Greiner most recently served as chief investment officer of Mariner Wealth Advisors. He has nearly 35 years of capital markets and investment experience.

In his new role, Caplinger will oversee Mariner Wealth Advisors’ investment committee and will manage the firm’s strategic and tactical asset allocation policies, procedures and application.

GlobalData Strategic Intelligence

US Tariffs are shifting - will you react or anticipate?

Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.

By GlobalData

Caplinger joined Mariner from Summit Strategies Group in St. Louis, where he served as a senior vice president in the firm’s consulting department. Previously, he also served as chief investment officer of the Teachers’ Retirement System of the State of Illinois and as chief investment officer of the Public School Retirement System of Missouri.

Martin Bicknell, CEO of Mariner Holdings, said: "Greiner’s capital markets insight over the past several years has been immensely helpful to our clients at Mariner Wealth Advisors, and I look forward to leveraging his background as a renowned economic historian more broadly across the entire firm."