Brian Leitner, CFP®, ChFC®
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.
Experience and Education
In his current position, Brian oversees the corporate development team which is responsible for organic growth within the company. Brian is also host to many of the firm’s video series, including Your Questions, Answered.
Prior to joining Mariner in 2010, Brian was head of the Preferred Planning platform at UBS, where he managed a group of professionals who provided comprehensive wealth advice to high-net-worth clients. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients.
Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University.