(NewsDirect) - Mariner Wealth Advisors, a national wealth advisory firm, today announced that Todd Cassler will join its Enterprise Leadership Team as the firm’s Chief Strategy & Growth Officer. Cassler’s arrival caps nearly two years of rapid expansion at the firm, with more than 25 acquisitions completed across the U.S. over that time span.
Through a number of growth strategies, he will be responsible for building on Mariner Wealth Advisors’ current trajectory, supporting its expansion as it continues to seek driven advisors to add to its team, adding new solutions for clients, and helping the firm achieve its overarching goal of positively impacting asmany communities and people as possible.
Cassler joins Mariner Wealth Advisors from John Hancock and Manulife Investment Management, one of the world’s largest asset managers, where he was president of financial institutions and advisory solutions and the head of institutional distribution for the U.S. and Europe for the past 16 years.
During his time at the firm, he was responsible for sales, client service and relationship management for the Registered Investment Advisor, the firm’s broker dealer platform, bank trust, global financial institutions, insurance trust platform, defined contribution investment only and more.
“I’ve known Todd for years, and I have the utmost respect for the impact he has had on the growth of John Hancock’s business,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “Todd’s strong reputation and relationships within the industry will help us grow in new arenas and will complement the existing strengths of our Enterprise Leadership Team. His client-first mentality will help us pursue our mission as we continue to add talented associates to our team who share our client-centric culture.”
In his new role, Cassler will be responsible for leading organic and inorganic growth initiatives, including corporate development, advisor recruiting, referral partner programs, traditional business development, advisory solutions and specialty programs. His day-to-day focus is on driving enterprise growth across all the Mariner Wealth Advisors business units, including its ultra-high net worth practice and Mariner Advisor Network – a platform dedicated to supporting independent financial advisors – while also increasing services already offered to existing clients.
“Throughout my career, I’ve had the opportunity to work with the best and brightest in the industry,” said Cassler. “It’s an honor to join Mariner Wealth Advisors and have the chance to work with this unique and talented team. The firm has shown tremendous growth and has an excellent track record of success, and I’m looking forward to playing a role in its next stage of expansion.”
Cassler’s first day with Mariner Wealth Advisors was January 31, and he is based out of the Dedham, Mass. office. Other previous experience includes roles as vice president at Neuberger Berman and national distribution development manager at American Skandia.
To learn more visit marinerwealthadvisors.com.
Contact Details
Remi Yuter
February 1, 2023
At Mariner Wealth Advisors, we provide 360° advice designed to last. We focus on one thing—partnering with clients to create a financial strategy for today and beyond that’s flexible enough to change along with them. The ultimate goal? Helping clients identify what is important so they can achieve their goals—we’re committed to being here for everything life brings their way.
We’ve built our firm around what our clients need. We began by offering wealth planning resources and then added services from tax planning to insurance – all under one roof. We believe this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advisement, Mariner Wealth Advisors and its affiliates now advise on over $105 billion in assets.
