![Todd Edward Hanslik](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Todd Edward Hanslik
Gestionnaire de Portefeuille-Actions chez
Mariner LLC
Profil
Mr. Todd E.
Hanslik, CFA MBA, is a Managing Director & Senior Wealth Advisor at Mariner LLC.
He provides financial advisory services to high-net-worth individuals and their families to help them reach their goals.
With more than 20 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning.
Mr. Hanslik has previously founded Patriot Wealth Management, Inc., in 2004, and Mariner acquired it on Jan.
1, 2019.
Prior to that, he held the position of Vice President and Senior Financial Advisor at Kanaly Trust Company.
He began his financial planning and investment career in November 1993 with FCA Corp, a Registered Investment Advisor.
He has a bachelor’s degree in marketing and an MBA from the University of Texas.
Postes actifs de Todd Edward Hanslik
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
Anciens postes connus de Todd Edward Hanslik
| Sociétés | Poste | Fin |
|---|---|---|
Kanaly Trust LTA
 Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Corporate Officer/Principal | - |
Lexington Asset Management, Inc.
 Lexington Asset Management, Inc. Investment ManagersFinance Provides investment advice | President | - |
FCA Corp.
 FCA Corp. Investment ManagersFinance FCA utilizes a truly global perspective to craft a tailored portfolio that meets their clients’ risk tolerance and objectives. | Corporate Officer/Principal | - |
Patriot Wealth Management, Inc.
 Patriot Wealth Management, Inc. Investment ManagersFinance Patriot Wealth Management Patriot manages equity, fixed income and balanced portfolios using well-defined client investment objectives and guidelines. The firm employs a comparatively conservative investment program across both equity and fixed income asset classes. They utilize broad diversification and typically invest only in high quality companies. The firm’s independent research process utilizes both quantitative and qualitative inputs derived from third parties and internally generated. Patriot utilizes sound risk management practices and constantly monitors positions. The firm's primary investment strategies are fundamental and include long-term purchases, short-term purchases and trading. The firm may also implement and/or recommend short selling, use of margin, and/or options transactions. | Fondateur | - |
Formation de Todd Edward Hanslik
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Kanaly Trust LTA
Kanaly Trust LTA Investment ManagersFinance Kanaly Trust's investment platform includes a full array of policy and liquidity options to satisfy individual client objectives and risk preferences. In some cases, portfolios are constructed with only fully liquid options, while other portfolios may include some combination of fully liquid, partially liquid and illiquid options. Kanaly offers active and passive strategies through third-party investment managers. Investments are made in equities, fixed income securities and real assets. Investments may be implemented through ETFs, mutual funds, separately managed accounts and limited partnerships. | Finance |
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 |
Patriot Wealth Management, Inc.
Patriot Wealth Management, Inc. Investment ManagersFinance Patriot Wealth Management Patriot manages equity, fixed income and balanced portfolios using well-defined client investment objectives and guidelines. The firm employs a comparatively conservative investment program across both equity and fixed income asset classes. They utilize broad diversification and typically invest only in high quality companies. The firm’s independent research process utilizes both quantitative and qualitative inputs derived from third parties and internally generated. Patriot utilizes sound risk management practices and constantly monitors positions. The firm's primary investment strategies are fundamental and include long-term purchases, short-term purchases and trading. The firm may also implement and/or recommend short selling, use of margin, and/or options transactions. | Finance |
FCA Corp.
FCA Corp. Investment ManagersFinance FCA utilizes a truly global perspective to craft a tailored portfolio that meets their clients’ risk tolerance and objectives. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lexington Asset Management, Inc.
Lexington Asset Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
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