Robert Roy Thomas

Managing Director at Mariner LLC

Robert Roy Thomas

Robert Roy Thomas

Managing Director at Mariner LLC

Overview
Career Highlights

Mariner Wealth Advisors (Inactive)

RelSci Relationships

484

Number of Boards

2

Relationships
RelSci Relationships are individuals Robert Roy Thomas likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Executive Vice President at Mariner Wealth Advisors (Inactive)

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Senior Research Analyst at Mariner LLC

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Senior Wealth Advisor at Mariner LLC

Relationship likelihood: Strong

Former Senior Portfolio Manager at Mariner Wealth Advisors (Inactive)

Relationship likelihood: Strong

Senior Trading Associate at Mariner LLC

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Senior Investment Advisor at Mariner LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Mariner LLC

Relationship likelihood: Strong

Chief Operating Officer at Argent Capital Management LLC

Relationship likelihood: Strong

Head of Wealth Management, Chief Practice Management Officer at Mariner LLC

Relationship likelihood: Strong

Senior Portfolio Manager at Mariner Wealth Advisors Nyc LLC

Relationship likelihood: Strong

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Robert Roy Thomas
Managing Director at Mariner LLC
Education
Bachelor of Science

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

Master of Business Administration

The Smeal College of Business at The Pennsylvania State University offers highly ranked undergraduate, MBA, executive MBA, Ph.D., and executive education opportunities to more than 6,000 students at all levels. Smeal is among the largest business schools in the United States, and is accredited in business and accounting by the Association to Advance Collegiate Schools of Business (AACSB).

Career History
Managing Director
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

President & Chief Executive Officer
2000 - 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.

Director of Investment Services
Prior

Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA.

Boards & Committees
Director
Prior

Nittany Financial Corp. operates as a bank holding company. The company mainly makes real estate loans, with one to four family mortgages that account for two-thirds of its loan portfolio. It is a parent company for Nittany Bank, which is a federally chartered financial institution that has five branches in and around State College. The company also owns money managers of Nittany Asset Management and Vantage Investment Advisors. The company is headquartered in State College, PA

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