Sanja Milas Hardy
Stratège de marché chez Mariner Wealth Advisors-NYC LLC
Profil
Ms. Sanja M.
Hardy is a Senior Wealth Advisor at Mariner Wealth Advisors-NYC LLC.
She provides customized wealth management and investment strategies to help high-net-worth individuals, families, business owners, foundations and entrepreneurs reach their goals.
She has a background in global capital markets including asset allocation development, security selection, portfolio optimization and risk management and also supports the firm as a senior investment strategist.
Prior to joining the firm, Ms. Hardy was vice president of UMB Asset Management where she was responsible for building and overseeing the bank’s investment platform.
She also performed strategic and tactical asset allocation research and strategy development for the asset management division of UMB Bank.
She has a bachelor’s degree from Northeastern Oklahoma State University and an MBA with concentrations in finance and management from Rockhurst University.
Postes actifs de Sanja Milas Hardy
| Sociétés | Poste | Début |
|---|---|---|
Mariner Wealth Advisors-NYC LLC
 Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Stratège de marché | 01/01/2010 |
Anciens postes connus de Sanja Milas Hardy
| Sociétés | Poste | Fin |
|---|---|---|
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Corporate Officer/Principal | 31/12/2009 |
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Sanja Milas Hardy
| Rockhurst University | Masters Business Admin |
| Northeastern State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Finance |
