Cameron Dees, CFA®, CFP®

Portfolio Manager/Wealth Advisor

Designations and Licenses

Cameron holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

In his role as portfolio manager, Cameron handles all trades and portfolio decisions. As a wealth advisor, he provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Cameron was a portfolio manager at Allegiant Private Advisors, where he was responsible for trades and portfolio decisions. Previously, he served as a research analyst for that firm, conducting market research and assisting the portfolio manager in trading activities.

Cameron has a bachelor’s degree in finance and an MBA, both from Marshall University.

Personal Interests

Away from the office, Cameron enjoys golf, hunting, fishing and spending time with his wife, son and dogs.

Cameron’s Office

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