Charles Sacco is a CFP®-certified financial advisor with ten years of industry experience, currently affiliated with Mariner in New York, NY. His prior roles include positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JPMorgan Chase Bank. He is also the owner of Saccos Securities LLC, an entity focused on general business administration outside of investment activities. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.

Bradford Peck is a financial advisor at Mariner with 37 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Taurus Asset Management, LLC and Western International Securities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and accounting services.

Steven Grossblatt is a financial advisor at Mariner with 22 years of industry experience and holds Series 65, Series 63, and Series 66 licenses. He has previous experience with Western International Securities, Inc. and Taurus Asset Management, LLC. Grossblatt serves on the Investment Committee of The Leffell School. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational capabilities.