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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
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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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