Rebecca Marie Haney

Senior Trading Associate at Mariner LLC

Rebecca Marie Haney

Rebecca Marie Haney

Senior Trading Associate at Mariner LLC

Biography

Ms. Rebecca M. Haney is a Senior Trading Associate at Mariner LLC. She focuses on investing new account assets. As part of this process, she reviews the original investment proposal, assesses potential tax consequences and makes the necessary trades. Ms. Haney also coordinates the trading of deposits, withdrawals, rebalancing and mutual fund/stock changes. She has been in the financial services industry for over eleven years.Ms. Haney was previously employed as a Senior Trading Associate by Vantage Investment Advisors LLC. She received her Associate’s Degree in Business Management and Marketing from the South Hills School of Business and Technology.

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Managing Director at Mariner LLC

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Senior Research Analyst at Mariner LLC

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Senior Wealth Advisor at Mariner LLC

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Former Executive Vice President at Mariner Wealth Advisors (Inactive)

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Former Senior Portfolio Manager at Mariner Wealth Advisors (Inactive)

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Senior Wealth Advisor at Mariner LLC

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Senior Investment Advisor at Mariner LLC

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Director, Investment Research at Mariner Wealth Advisors-Oklahoma LLC

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Senior Portfolio Manager at Mariner Wealth Advisors Nyc LLC

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Director, Portfolio Solutions at Mariner LLC

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Rebecca Marie Haney
Senior Trading Associate at Mariner LLC
Career History
Senior Trading Associate
2018 - Current

At Mariner, we bring together the talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver the confidence that frees you to pursue whatever is calling you. Learn more about our wealth management and asset management services, as well as the clients we serve

Portfolio Manager
2015 - 2018

Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives.

Other Affiliations

Rebecca Marie Haney is affiliated with Mariner LLC, Mariner Wealth Advisors (Inactive)

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