Pamela F. Thompson, CFA

Managing Director & Senior Wealth Advisor
 Cincinnati|
 Louisville, Kentucky|
 New Albany, Indiana|

Designations and Licenses

Pamela holds the Chartered Financial Analyst® designation.

Experience and Education

Pamela works with high-net-worth individuals, foundations, endowments and retirement plans. She has experience in the review and analysis of equity and fixed income investments, both in the secondary market and on a direct investment basis, having worked on mergers and acquisitions as well as asset-liability management within a large bank environment. She helps individuals make the transition to financial independence after life-altering events, such as the death of a spouse or divorce.

Prior to joining Mariner Wealth Advisors, she was vice president and a senior portfolio manager at Fifth Third Asset Management. She was responsible for the investment relationships of institutional clients, such as endowments, foundations and pension plans. She worked with the clients and their consultants on investment-related matters, conducted investment reviews and was involved in setting portfolio strategies to meet client objectives.

Previously, Pamela was vice president and a portfolio manager at Commerce Bancshares in St. Louis, where she managed investment portfolios for both institutional and high-net-worth clients. She also served as the firm’s financial-stock analyst for both the Value and Core equity strategies. Pamela spent 10 years at Commerce, working in corporate credit analysis, mergers and acquisitions and asset liability management prior to becoming a portfolio manager.

Pamela has a bachelor’s degree in business administration with a minor in Japanese studies from Washington University. She received an MBA in finance from the University of Missouri-St. Louis. Pamela is a member of the CFA Institute and CFA Society of Cincinnati and Louisville.

Accolades

In 2022, Pamela was named to Forbes’ Top Women Wealth Advisors Best-in-State, ranking #1 in Kentucky, and Forbes’ Best-in-State Wealth Advisors list, ranking #18 in Kentucky. She was ranked #39 on Forbes’ Best-in-State Wealth Advisors list in 2021. In addition, Working Mother magazine and Shook Research ranked Pamela #146 in 2020 and #433 in 2021 on the Top Wealth Advisor Moms List.

Personal Interests

Pamela is a governor appointee to the Kentucky Retirement System (KRS) Board for the state of Kentucky. She also serves as a trustee on the board of the Frazier History Museum in Louisville , is a trustee and vice president of the Louisville Ballet board and is a trustee and the treasurer of the Cincinnati Ballet Foundation. Pamela was previously a member of the board of the Cincinnati Symphony Orchestra and was also previously a member of the board of trustees for the Cincinnati Ballet. She currently serves as a member of the Tocqueville Steering Committee for the Metro United Way of Louisville.

Pam’s Offices

The Forbes Best-In-State Wealth Advisors and Top Women Wealth Advisors Best-In-State ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.

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