Marty Bicknell is the chief executive officer of Mariner Holdings, the parent company of Mariner Wealth Advisors and Montage Investments. He serves on the board of directors for all of Mariner Holdings’ subsidiaries including Ascent Investment Partners, Convergence Investment Partners, 440 Investment Group, Mariner Real Estate Management, Nuance Investments, Palmer Square Capital Management and Tortoise Capital Advisors. Prior to forming the firm in 2006, Marty was a senior vice president of investments at A.G. Edwards & Sons, where he led a staff of professional financial consultants in providing customized wealth management solutions for public and private corporations, high-net- worth individuals and their families, and charitable organizations. Marty has provided counseling on a wide range of financial matters to small- and medium-sized businesses.As a recognized leader in the field of financial problem-solving for companies and their executives, Marty has been a valuable resource for other successful entrepreneurs. He has extensive personal and professional experience in the realm of closely held family businesses and the complexities that are unique to these businesses.

 

From strategic planning for long-term goals, to succession planning and wealth transfer, he brings with him a breadth of knowledge that encourages creative thought and visionary solutions. Marty has a bachelor’s degree from Pittsburg State University in Pittsburg, Kansas. He serves on the investment committee for Swope Community Enterprises, on the board of directors for the Catholic Foundation of Northeast Kansas, on the American Royal Board of Directors, on the KU Advancement Board for the University of Kansas Medical Center and on the MRIGlobal Board of Trustees. He is a member of the Young Presidents Organization (YPO) and is a board member for the Civic Council of Greater Kansas City. He is also involved in supporting several organizations through his sponsorship and committee participation, including Marillac, the Juvenile Diabetes Research Foundation (JDRF) and KU Med Cancer Care. Barron’s has ranked Marty Bicknell and the teams at Mariner among the top financial advisors nationally for the past few years, including as the #1 advisor in the state of Kansas for 2009, 2010, 2011, 2012 and 2013.