Stefanie L. Yeager

Senior Wealth Advisor at Mariner LLC

Stefanie L. Yeager

Stefanie L. Yeager

Senior Wealth Advisor at Mariner LLC

Overview
RelSci Relationships

181

Number of Boards

1

Contact Data
Trying to get in touch with Stefanie L. Yeager? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals Stefanie L. Yeager likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director at Mariner LLC

Relationship likelihood: Strong

Senior Research Analyst at Mariner LLC

Relationship likelihood: Strong

Senior Trading Associate at Mariner LLC

Relationship likelihood: Strong

Former Senior Portfolio Manager at Mariner Wealth Advisors (Inactive)

Relationship likelihood: Strong

Former Executive Vice President at Mariner Wealth Advisors (Inactive)

Relationship likelihood: Strong

President & Director at TortoiseEcofin Investments LLC

Relationship likelihood: Strong

Chief Economist at Mariner LLC

Relationship likelihood: Strong

Managing Director at Mariner LLC

Relationship likelihood: Strong

Director, Investment Research at Mariner Wealth Advisors-Oklahoma LLC

Relationship likelihood: Strong

Senior Portfolio Manager at Mariner Wealth Advisors Nyc LLC

Relationship likelihood: Strong

In The News
Newsweek
October 25, 2013
Are Churches Making America Poor?
Paths to Stefanie L. Yeager
Potential Connections via
Relationship Science
You
Stefanie L. Yeager
Senior Wealth Advisor at Mariner LLC
Education
Class of 2010

Clarion University of Pennsylvania is a public university in Clarion, Pennsylvania. It is one of 14 universities that are part of the Pennsylvania State System of Higher Education (PASSHE). The school was founded in 1867 and offers associate, bachelor's, and master's degrees, post master's certificates and a Doctorate degree.

West Chester University is a mid-sized school in West Chester, Pennsylvania with more than 150 degree offerings, several of which are nationally recognized. One of the largest universities in the Philadelphia area, West Chester University’s student-body consists of over 10,000 undergraduate and several thousand graduate students. Bachelor’s degrees are granted in numerous fields, including the popular areas of business, music and education. Since education is the most popular field of study at West Chester University there are numerous degree options in that field, including Music Education, Health Education, Special Education, Educational Counseling and a certification to teach English as a second language. Master’s degrees are awarded in everything from Social Work to Criminal Justice, plus degrees in the fields of history, literature and modern languages. West Chester University is also home to several institutes of vital importance to the nation’s educational community. One of these is the Frederick Douglass Institute, which helps to promote multicultural studies throughout the curriculum and offer scholarships to African-American students. The Institute for Women serves to advance the careers of women through residencies, visiting scholars programs and scholarships for women pursuing an education or switching careers in mid-life. Financial aid offerings for eligible students, a career development center, tutoring services, a writing lab and psychological counseling services are just some of the student support services provided by West Chester University. Contact West Chester University today for more information about their programs and services.

Established in 1846 as the University at Lewisburg; renamed Bucknell University in 1886 in honor of William Bucknell, a major benefactor. The University is highly selective, private, nonsectarian, coeducational (since 1883), residential, and undergraduate, with a small graduate program.

Career History
Senior Vice President
2008 - 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.

Professional
Prior

Omega Financial Corp. provides financial services. It offers savings accounts, debit cards, investment certificates, auto and equipment leases, and mortgage loans. The company was founded on December 31, 1986 and is headquartered in State College, PA.

Professional
Prior

The Bryn Mawr Trust Co. makes diversified investments in high-quality securities that are managed in a tax efficient manner. They seek to produce strong, consistent rates of return for their clients with portfolios that exceed the rate of inflation over time. Asset allocation is developed after a review of each client's risk tolerances, specific needs and future financial objectives.

Boards & Committees
Member, Investment Committee
2008 - 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.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Stefanie L. Yeager. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Stefanie L. Yeager's profile does not indicate a business or promotional relationship of any kind between RelSci and Stefanie L. Yeager.