Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.

Andy Mai is a CFA® charterholder with 11 years of industry experience. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate pension plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within a structured Investment Policy Statement.

John Cogswell Jr. is a CFA® charterholder with 30 years of experience in financial advisory. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to individuals, corporate plans, trusts, foundations, family businesses, and athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments across a range of risk profiles.

Justin Brown is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Boston, MA, where he has worked since 2024. He has two years of industry experience, all with Mariner. Mariner Managed Account Solutions provides discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including high-net-worth individuals, corporate pension plans, trusts, foundations, family businesses, and professional athletes. The firm uses a range of investment vehicles such as ETFs, index funds, and fixed-income securities, emphasizing asset allocation and risk management within customized Investment Policy Statements.

Stuart Long is a CFA® charterholder with 20 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC and has previously worked at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within client-specific Investment Policy Statements.

Ethan Somers is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee services to individuals, corporate plans, trusts, foundations, family businesses, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within customized investment policy statements.