Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mariner
Team
Firm-wide stats for Mariner
Total advisors
6Clients per advisor
590 Very HighAvg AUM per client
$783,186 LowHNW client ratio
1% Very LowAbout
Mariner Managed Account Solutions (MMAS) provides fee‑based discretionary and non‑discretionary portfolio management and wrap‑fee program services to individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, foundations, closely held and family businesses, and professional and non‑professional athletes. The firm implements portfolios that primarily use ETFs, ETNs, index funds, mutual funds, bond funds and individual fixed‑income securities, and it may incorporate independent managers where appropriate.
MMAS works with each client under a written Investment Policy Statement and offers model portfolios that span conservative to aggressive risk profiles, emphasizing asset allocation, downside protection, and active management of passive investments to control risk and dampen volatility. The firm operates under a co‑advisory arrangement with MML Investor Services (MMLIS), where MMLIS handles the initial and ongoing client relationship and suitability determinations while MMAS manages assets consistent with the signed IPS, and MMAS also distributes proprietary models via third‑party platforms such as Envestnet.
Noteworthy distinctions relative to many peers include MMAS’s integration into a broader Mariner enterprise — it discloses affiliations with a trust company, broker‑dealer entities, insurance and investment banking affiliates, and other registered advisers and fund sponsors — and its scale on a small advisor team (roughly $2.7 billion in discretionary AUM and about 3,500 clients served by six advisors). The firm is a wrap program sponsor, participates on multiple custody and model platforms, and discloses related‑party referral and product‑access arrangements that clients should consider when evaluating recommendations.
Based on Mariner
Expertise
Based on Mariner
Location
One Marina Park Drive, 16th Floor
Boston MA 02110
Advisors at this office
6
Advisors at this office
Joshua P
CFP®, Series 63, Series 66
Boston, MA
Mariner
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 M
CFA®, Series 66
Boston, MA
Mariner
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 C
CFA®, Series 63, Series 65
Boston, MA
Mariner
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 B
Series 65
Boston, MA
Mariner
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 L
CFA®, Series 66
Boston, MA
Mariner
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 S
CFA®, Series 66
Boston, MA
Mariner
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.
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