Brian Hicks

Experience and education

Brian 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 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. He also 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. Brian may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Brian served as senior institutional consultant at Investment Performance Services, LLC, where he advised institutional investors on portfolio construction, performance evaluation and manager selection.

Brian earned a bachelor’s degree from Syracuse University.

Personal interests

Away from the office, Brian enjoys spending time with his family and cheering on his favorite Philadelphia sports teams.