P. Schmitt

Pamela F. Thompson, CFA

Managing Director

Louisville, KY

Cincinnati, OH

As a managing director, Pamela works with high-net-worth individuals, foundations, endowments and retirement plans. She holds the Chartered Financial Analyst® designation, and has experience in the review and analysis of equity and fixed income investments, both in the secondary market and on a direct-investment basis, having worked on mergers and acquisitions as well as asset-liability management within a large bank environment. She has experience at helping individuals transition to financial independence after life-altering events, such as the death of a spouse or divorce, and in projecting the long-term financial implications of divorce settlements. She is a member of the CFA Institute as well as the CFA Society of Cincinnati.

Prior to joining Mariner Wealth Advisors, Pamela was vice president and a senior portfolio manager at Fifth Third Asset Management. She was responsible for the investment relationships of institutional clients such as endowments, foundations and pension plans. She worked with the clients and their consultants on investment-related matters, conducted investment reviews and was involved in setting portfolio strategies to meet client objectives. Previously, Pamela was vice president and a portfolio manager at Commerce Bancshares in St. Louis, where she managed investment portfolios for both institutional and high-net-worth clients. She also served as the firm’s financial-stock analyst for both the Value and Core equity strategies. Pamela spent 10 years at Commerce, working in corporate credit analysis, mergers and acquisitions, and asset liability management prior to becoming a portfolio manager.

Pamela received a Bachelor of Science degree in business administration with a minor in Japanese studies from Washington University. She received a Master’s of Business Administration degree in finance from the University of Missouri-St. Louis. Pamela serves as a trustee on the board of the Cincinnati Symphony Orchestra, the Northern Kentucky Chamber of Commerce, and is a trustee and the treasurer of the Cincinnati Ballet Foundation. She was previously a member of the board of trustees for the Cincinnati Ballet, as well as on the steering committee for the United Way of Greater
Cincinnati WINGs group (Women Investing in the Next Generation). She currently serves as a guest lecturer and member of the Finance Department Advisory Board for the University of Cincinnati’s Lindner College of Business.