Steven Zins, CFA

Designations and Licenses

Steven holds the Chartered Financial Analyst^® designation.

Experience and Education

Steven works with individuals and families to provide customized wealth management solutions to help them reach their goals.

Prior to joining Mariner Wealth Advisors, he worked on the investment team at Ohio National Financial Services as a senior credit analyst. He was responsible for investment grade and high yield bond coverage of the consumer and utilities sectors. Prior to that, he worked in middle market commercial lending in Chicago, Illinois at CIBC Bank. He worked directly with business owners, private equity teams and senior leadership to structure senior debt facilities.

Steven holds a bachelor’s degree in finance from Miami University.

Personal Interests

Steven enjoys traveling, golf and playing tennis. He is involved with the Southwest Ohio chapter of the Crohn’s & Colitis Foundation and is a member of the planning committee for the organization’s annual fundraising event.