Rob Thomas

Rob Thomas, CFA, CFP®

Managing Director

State College, PA

As managing director, Rob utilizes his more than 20 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 holds the designation of Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ professional and Certified Mutual Fund Specialist. He belongs to numerous investment and financial planning societies and is a frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies and fee-based asset management. In addition, Rob has been published in various financial periodicals, including Financial Planning and the Journal of Accountancy.

Rob has a bachelor’s degree and a Master of Business Administration degree from the Pennsylvania State University.