Our Team
Bradley S. Moser, CFP®
Partner, Wealth Advisor
Brice G. Lowe, CFP®, CPWA®
Partner, Wealth Advisor
Additional Support
At Aero Capital, we utilize resources from Mariner’s portfolio consulting team to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
Portfolio Management & Consulting Team
Jeremy Olen, CFA®
National Managing Director
Mariner
Tim Baumert
Managing Consultant, Independent Portfolio Management and Consulting
Mariner
Chris McLeod, AIF®
Senior Consultant, Independent Portfolio Management and Consulting
Mariner
John Lischer, CAIA, CIMA®
Vice President, Trading Operations
Mariner
Aderemi Adeyemo
Consultant, Independent Portfolio Management and Consulting
Mariner
The Mariner associates listed are not employees of Aero Capital. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://independent.mariner.com/legal/.