
Christopher Koehler
Director & Senior Wealth Advisor
Mariner
United States, New York, New York
About Me
Chris is an Enrolled Agent with the Internal Revenue Service. Chris provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Chris also provides integrated planning and investment strategies for growing and protecting clients’ wealth, including tax and estate planning, risk management and retirement planning. Prior to joining Mariner Wealth Advisors, Chris was a senior vice president and senior regional consultant at Bessemer Trust, where he worked closely with ultra-high-net-w
Profile Information
Director & Senior Wealth Advisor
Mariner
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 16, 2024
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