Mariner

Joshua Pierce is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Mariner and has previously worked at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. Mariner offers fee-based discretionary and non-discretionary portfolio management for a diverse client base, including high-net-worth individuals, corporate pension plans, trusts, and professional athletes. The firm employs an investment approach focused on asset allocation and active management of passive investments, utilizing model portfolios tailored to client risk profiles and Investment Policy Statements.

Andy Mai is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Mariner in Boston, MA, having previously worked at Baystate Wealth Management, MML Investor Services LLC, and MetLife Securities Inc. Mariner provides fee-based discretionary and non-discretionary portfolio management services to individuals, corporate pension and profit-sharing plans, trusts, foundations, family businesses, and professional athletes. The firm’s investment approach focuses on asset allocation and active management of passive investments, using ETFs, ETNs, index funds, and fixed-income securities tailored to each client’s investment policy statement.

John Cogswell is a CFA® charterholder based in Boston, MA, with 30 years of industry experience. He currently advises at Mariner and has previously worked at Baystate Wealth Management, MML Investor Services, and MetLife Securities. Mariner provides fee-based discretionary and non-discretionary portfolio management for a diverse client base that includes individuals, corporate plans, trusts, and professional athletes. The firm emphasizes asset allocation and active management of passive investments, offering customized portfolios aligned with clients' investment policy statements.

Justin Brown is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has been with Mariner Wealth Advisors since 2024. Mariner provides fee-based discretionary and non-discretionary portfolio management for a diverse client base, including individuals, corporate pension plans, trusts, and family businesses. The firm employs an investment approach focused on asset allocation and active management of passive investments, utilizing ETFs, index funds, and fixed-income securities tailored to each client’s investment policy statement.

Thomas O'Connor is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Baystate Wealth Management, Catalyst Financial Partners, MML Investor Services, and MetLife Securities. Outside of advising, he serves as Of Counsel to a law firm and is an investor in a quantitative investment manager. Mariner provides fee-based portfolio management for individuals, institutions, and specialized clients, employing an investment approach centered on asset allocation and active management of passive investments through ETFs, index funds, and fixed-income securities. The firm serves a large client base relative to its size and utilizes platform and co-advisory arrangements to manage client relationships and portfolios.

Stuart Long is a CFA® with 20 years of industry experience, currently serving as an advisor at Mariner in Boston, MA. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities Inc., and he has worked with Baystate Wealth Management since 2011. Mariner provides fee-based discretionary and non-discretionary portfolio management for individuals, corporate plans, trusts, and other entities. The firm focuses on asset allocation and active management of passive investments, employing model portfolios tailored to client investment policy statements and utilizing platform and co-advisory arrangements to manage client relationships and portfolios.

Ethan Somers is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is currently affiliated with Mariner in Boston, MA. His prior roles include multiple positions at Baystate Wealth Management and Mass Mutual Investors Services, as well as MetLife Securities Inc. Mariner provides fee-based discretionary and non-discretionary portfolio management for a diverse client base, including high-net-worth individuals, corporate plans, trusts, foundations, and professional athletes. The firm emphasizes asset allocation and active management of passive investments, using ETFs, ETNs, index funds, and fixed-income securities tailored to each client’s investment policy statement.