Designations and Licenses

Nolan is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Nolan provides customized investment and wealth management solutions to individuals, foundations and endowments to help them achieve their goals. He is a member of the investment committee, focusing on investment research and analysis with experience in asset allocation analysis and technical analysis of individual stocks.

Prior to joining Mariner, Nolan was a portfolio manager at U.S. Bank Wealth Management where he worked with high-net-worth clients to customize, manage and rebalance their investment portfolios. Prior to that, he was a product specialist with American Modern Insurance where he worked with senior management and agents to meet growth and profitability objectives.

Nolan has a bachelor’s degree in finance from the University of Tennessee and an MBA with a concentration in finance from Xavier University’s Williams College of Business.

Accolades

Nolan was named to Forbes’ Best-In-State Wealth Advisors in Ohio – Cincinnati, ranking #35 in 2024.

Personal Interests

Nolan enjoys spending time golfing with his family. He serves on the board of the HealthPath Foundation of Ohio and is the chair of its finance committee. He also serves on the board of Ohio Valley Residential Services.

Nolan’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30^th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.