Concord, NH Office

Geoffrey Tuthill is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at Independence Financial Advisors, Northwestern Mutual Wealth Management Company, Fidelity Investments, and other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party allocations, while providing integrated tax and accounting support uncommon among large advisory enterprises.

Sophie Bluestein is a financial advisor at Mariner based in Concord, NH, holding a Series 65 designation. She joined Mariner in 2023 and has prior experience at Insulet Corporation and several other employers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm features discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax, accounting, and financial wellness services.

Brendan Brady is a financial advisor at Mariner with Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios supported by in-house research and external managers, and offers integrated tax, accounting, and family office services uncommon for a large advisory enterprise.

William Hutchens Jr. is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent four years at Granite Investment Advisors and 22 years at Hutchens Investment Management Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized discretionary portfolios supported by in-house research and third-party managers.

Nicholas Macdonald is a Series 65-credentialed advisor at Mariner with 11 years of industry experience. He worked at Granite Investment Advisors from 2015 to 2021 before joining Mariner Wealth Advisors, where he has been since 2021. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and retirement plan consulting, utilizing customized discretionary portfolios supported by both internal teams and third-party managers.

Victor Soucy Jr. is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Granite Investment Advisors, Inc. for 10 years before joining Mariner Wealth Advisors in 2021. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and employer financial wellness solutions.

Craig Smith is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides integrated tax, accounting, and administrative CFO services that are uncommon for a firm of its size.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

Jillian Thomas is a financial advisor at Mariner Wealth Advisors in Concord, NH, holding the ChFC® designation and Series 65 license, with four years of industry experience. She previously worked at Granite Investment Advisors for seven years before joining Mariner in 2021. Outside of her advisory role, she serves as a voluntary board member on the Finance Committee of The Woodside School, a nonprofit daycare organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by a dedicated Investment Committee and portfolio management team, and offers integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Joyce Skaperdas is a Series 65-licensed financial advisor at Mariner with 14 years of industry experience. She previously worked at Granite Investment Advisors before joining Mariner Wealth Advisors in 2021. Skaperdas serves as a board member of the Connors Kindness Project, a nonprofit organization based in Woburn, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, and retirement consulting. The firm uses customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.