Designations and Licenses

Alise is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

As the head of organic growth, Alise is responsible for overseeing and developing client acquisition strategies for Mariner, including corporate partnerships, referral partner programs, traditional business development, digital lead programs as well as a wide range of emerging programs. She also oversees growth strategy for advisor solutions, such as retirement and financial wellness, and provides business development strategies to the ultra-high-net-worth team.

Prior to joining Mariner, Alise was a member of leadership and an advisor at Mercer Advisors and before that, an advisor at Mosaic Financial Partners in San Francisco. Early in her career, she worked in various investor relations roles for institutional clients including endowment, sovereign wealth and pension funds and for high-net-worth families.

Alise studied financial planning at the University of California, Berkeley and received a bachelor’s degree with honors from Le Moyne College. She is a member of the Financial Planning Association and former board chair for the Financial Planning Association of the East Bay. She is a board member of AdvisorsGiveBack.org.

Personal Interests

Beyond her professional endeavors, Alise is dedicated to empowering women in matters of finance and actively works toward evolving the financial services client experience to better meet the needs of all people. She started a mentorship program for women at a prior firm and is a volunteer mentor for advisors with the CFP Board.

Away from the office, Alise enjoys spending time with her husband and two young children, hiking and exploring the Sierra Nevadas and California.