Kenneth Seropian, AIF^®, QPFC

Designations and licenses

Kenneth holds the Accredited Investment Fiduciary®  designation and is a Qualified Plan Financial Consultant.

Experience and education

Kenneth is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Kenneth acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Kenneth may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Kenneth was a managing partner at First National Advisors.

Kenneth went to the University of Massachusetts Amherst.

Personal interests

Away from the office, Kenneth enjoys golf, skiing and hiking.