Mariner Partners

Mariner Partners

Mariner Partners was founded as a multidisciplinary financial services firm with a focus on serving financial professionals and their clients. The firm's leadership includes Managing Director & Senior Wealth Advisor Jeff Krumpelman and Director of Investment Strategy William Greiner, a CFA charterholder. Mariner describes itself as a family of specialties including wealth advice, retirement solutions, investment banking, business valuation, and business advisory services for middle-market companies. The firm's strategy centers on a fee-based asset management platform designed for financial professionals. Mariner offers extensive research, personalized asset allocation, and professional portfolio management. The firm covers multiple asset classes within wealth management, retirement planning, and advisory services, with a stated focus on helping advisors serve clients, grow their businesses, and increase revenue. Mariner's geographic footprint includes Canada and the United States, with offices in Saint John and Fredericton, New Brunswick, as well as a registered address in State College, Pennsylvania. Mariner maintains an active thought leadership program through regular market commentary. May 2026: Krumpelman published "Earnings drive the rally as risks linger" (per firm website, May 2026). The firm's latest insights from 2026 include pieces on volatility, diversification, and long-term investing approaches. The team structure includes roles ranging from investment strategy, trading, business development, client service, and administrative support, though exact headcount is not disclosed. Mariner's structural differentiator is its dual-region presence and focus on serving financial professionals as a turnkey asset management platform, rather than directly managing wealth for end clients. The firm positions itself as a specialist for advisors, providing the research, asset allocation, and portfolio management that independent advisors and their clients need. Its mix of wealth advisory, retirement solutions, and investment banking under one umbrella is unusual for a firm of its scale.