James Reno, CFA^®

Designations and licenses

James holds the Certified Financial Analyst® designation.

Experience and education

James 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. Additionally, he 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. James may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, James held the team lead, performance reporting position at AndCo Consulting, an investment consulting firm that was acquired by Mariner.

James holds a bachelor’s degree in philosophy and economics, both from the University of Georgia.