Designations and Licenses

Amanda holds the Accredited Asset Management Specialist^SM designation.

Experience and Education

Amanda works with our wealth advisors and senior wealth advisors to provide financial planning and investment management to high-net-worth individuals, families, foundations, endowments and retirement plans.

Prior to being a wealth advisor, she was an associate wealth advisor and client service associate with the firm. Her responsibilities included assisting her advisory team with opening, maintaining and reporting on client accounts. Prior to Mariner, Amanda was a client services associate at Housen Financial Group. Prior to that, Amanda worked at Merrill Lynch in compliance and operations.

Amanda has a bachelor’s degree in business administration with a concentration in economics from Monmouth University.