Profilo
Ms. Stefanie L.
Yeager is a Senior Wealth Advisor at Mariner LLC.
She focuses on working with families and individuals by preparing investment wealth plans and managing client relationships.
She has over 28 years of experience in the financial services field, particularly in asset management and trust services.
Prior to joining the firm, Ms. Yeager has held positions with Omega Financial, The Bryn Mawr Trust Company and an investment advisory firm.
She received her bachelor’s degree in finance from West Chester University and a Master of Business Administration degree from Clarion University.
She is an honors graduate of the PBA Central Atlantic School of Trust and Investment Management.
Posizioni attive di Stefanie Louise Yeager
| Società | Posizione | Inizio |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 11/10/2018 |
Precedenti posizioni note di Stefanie Louise Yeager
| Società | Posizione | Fine |
|---|---|---|
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Analyst-Equity | 11/10/2018 |
The Bryn Mawr Trust Co.
 The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Corporate Officer/Principal | - |
Omega Financial Corp.
 Omega Financial Corp. Regional BanksFinance Omega Financial Corp. provides financial services. It offers savings accounts, debit cards, investment certificates, auto and equipment leases, and mortgage loans. The company was founded on December 31, 1986 and is headquartered in State College, PA. | Corporate Officer/Principal | - |
Formazione di Stefanie Louise Yeager
| West Chester University of Pennsylvania | Undergraduate Degree |
| Clarion University of Pennsylvania | Masters Business Admin |
| Bucknell University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Finance |
Omega Financial Corp.
Omega Financial Corp. Regional BanksFinance Omega Financial Corp. provides financial services. It offers savings accounts, debit cards, investment certificates, auto and equipment leases, and mortgage loans. The company was founded on December 31, 1986 and is headquartered in State College, PA. | Finance |
The Bryn Mawr Trust Co.
The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Finance |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
- Borsa valori
- Insiders
- Stefanie Louise Yeager
