Mariner Private Wealth Management

Advisors

Paul Capuzziello

CFP®, CPWA®, CLTC®, CDFA®, APMA, CRPC, CEPA®

Private Wealth Advisor

Chief Executive Officer of Mariner Private Wealth Management
Visit Paul Capuzziello's website


Team

Jonathan Bartlett

Jonathan Bartlett

Investment Specialist

Roles & Responsibilities

  • Investment Managment
  • Portfolio Construction
  • Wealth Preservation Strategies
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Lindsy Kelley

Lindsy Kelley

Administrative Assistant

Roles & Responsibilities

  • Client Reception
  • Appointment Scheduling
  • Client Meeting Preparation and Coordination
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