Eric Bokesch, AIF^®, CRPS^®, QPFC

Designations and licenses

Eric is an Accredited Investment Fiduciary® designee, a Chartered Retirement Plans Specialist℠ and a Qualified Plan Financial Consultant.

Experience and education

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

With more than 20 years of experience in the financial services industry, Eric has a comprehensive background in designing, selling and servicing retirement plans for corporate and nonprofit organizations. Prior to joining Mariner, he was with The Pinnacle Group. Earlier in his career, he worked for UBS Financial Services, Nationwide, Hartford Insurance and Cambridge Investment Research.

Eric has a bachelor’s degree in financial management from The Ohio State University.

Personal interests

Away from the office, Eric enjoys spending time with his wife and kids. He also likes outdoor activities, travel and golf.