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Mark B

CFA®

Bethlehem, PA

Mariner

Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Madison D

Series 65

Bethlehem, PA

Mariner

Madison Dill is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and previously worked at Corbenic Partners, LLC and Bloomsburg University. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by an internal management team and third-party managers, and provides integrated tax and administrative services uncommon for enterprises of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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