Kyle Neidhardt

Portfolio Manager-Equities at

Mariner LLC

Finance

Consumer Services

Profile

Mr. Kyle J.
Neidhardt, CFA MBA, is a Director & Senior Wealth Advisor at Mariner LLC.
He delivers wealth management services to clients to help them achieve their goals and grow and protect their wealth.
He has experience working with individuals and families to offer in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options to assist them in making sound investment decisions.
He also provides directional leadership to one of Mariner’s Boston offices.
Prior to joining Mariner, he served as a Partner at Taylor Wealth Management Partners.
Before that, he was a senior in the financial services office assurance practice at Ernst & Young.
He began his career as a Proprietary Trader for Chimera Securities.
He holds a bachelor’s degree in mathematics and economics from Connecticut College, graduating cum laude.
He also has a Master of Science/MBA degree in accounting from Northeastern University.
He is a member of the CFA Society of Boston.

Kyle Neidhardt active positions

Companies	Position	Start
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Portfolio Manager-Equities	2022-06-30

All active positions of Kyle Neidhardt

Former positions of Kyle Neidhardt

Companies	Position	End
Taylor Wealth Management Partners LLC Taylor Wealth Management Partners LLC Investment ManagersFinance Provides investment advice	Analyst-Equity	2022-05-31

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Linked companies

Private companies	4
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Finance
Connecticut College Connecticut College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Taylor Wealth Management Partners LLC Taylor Wealth Management Partners LLC Investment ManagersFinance Provides investment advice	Finance