CoverProfile

Rob Thomas

Managing Director & Senior Wealth Advisor

Mariner

United States, Pennsylvania, State College

About Me

Rob holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fund Specialist. As managing director, Rob uses his more than 30 years of wealth management and investment experience to provide strategic insight to his team, clients and business partners. Prior to Mariner Wealth Advisors, he held positions with U.S. Trust Company, State Street Bank and another independent RIA. Rob has a bachelor’s degree and an MBA from Pennsylvania State University. He is a member of the Financial Planning Association, the CFA Institute and the Institute of Business and Finance.

Profile Information

Managing Director & Senior Wealth Advisor

Mariner

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

State College

Pennsylvania

United States

May 15, 2024

More profiles to browse

DA
Douglas Anderson
Senior Consultant
JP
Jeff Poe
Chief Financial Officer
Profile Photo
Wesley Martin
Principal, Senior Wealth Advisor
Profile Photo
Martha Cottrill
Mariner Wealth Advisors

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST