About Vail Capital

As CIO, Chris leads Vail Capital Management’s investment team and is responsible for all investment and asset allocation advice provided to the firm’s clients.

Over the past 26 years, Chris has held various senior positions in the institutional equity divisions and private wealth management divisions of several large global financial institutions, including Citigroup, J.P. Morgan and Morgan Stanley.

Prior to his investment career, Chris spent a decade in commercial real estate, where he specialized in tenant representation as a broker for Cushman & Wakefield before launching his own Atlanta-based firm, Shepard & Graham, Inc.

Chris was born and raised in Connecticut and currently resides in Dallas, Texas. He has two sons, Lucas and Nicholas, who attend The University of Arkansas. Chris enjoys spending time with family, flying, traveling, outdoor recreation and long walks with his goldendoodle, Teddy.

Nick assists with financial analysis to help drive Vail Capital’s investment decisions with an emphasis on fundamental market research and data analysis.

Nick is currently working toward his Business Management degree at the University of Arkansas – Walton College of Business. He plans to graduate in 2025.

Away from the office, Nick enjoys travel, golf, working out and playing guitar.

Mark is a wealth advisor and vice president of strategy at Mariner. He is responsible for overseeing the strategic direction of Mariner Independent’s advisory platform. He also heads up the firm’s practice management team.

Passionate about driving the wealth management industry forward, Mark leads various initiatives to continue to differentiate Mariner’s offering and provide advisors with the best tools and resources to better serve their clients and grow their businesses. He is active in the fintech space and manages a variety of projects to expand and scale the firm’s service offering, with an emphasis on continuously improving and modernizing the experience.

Prior to Mariner, Mark worked at AdvicePeriod as a wealth advisor. He managed its advisory services team and was responsible for overseeing the advisor platform. Previously, he worked for a major alternative investment group, where he focused on multi-manager hedge fund portfolios and gained experience in commercial real estate.

Mark graduated from the University of California, Los Angeles, where he earned a Bachelor of Arts degree in economics with a minor in global studies. He is a CERTIFIED FINANCIAL PLANNER™ professional. A lifetime learner, his professional interests include finance, fintech, management and entrepreneurship.

Mark enjoys working with people. Outside the office, he participates in a variety of charitable endeavors. He lives in Los Angeles and has a passion for the outdoors, enjoying camping, fishing, skiing and golf.

Rachel is a senior wealth strategist at Mariner. She provides financial planning and business development support to Mariner advisors through her work on the financial planning team. Additionally, she is dedicated to advisor growth and development as a member of the advisor coaching team. She cohosts the monthly webinar series, the Advisor Development Program, which provides best practices and guidance for maintaining and growing advisors’ business. She also engages with advisors via advisor study groups and individual coaching calls.

Prior to joining Mariner, Rachel worked at Northern Trust as a senior investment associate. She serviced ultra-high-net-worth clients as part of the portfolio management team. In this role, she was responsible for presenting economic outlook and portfolio performance reports to clients while supporting three senior portfolio managers’ book of business.

Rachel has a bachelor’s degree from Cornell University. She is a CERTIFIED FINANCIAL PLANNER™ professional and earned a graduate certificate in financial planning from New York University.

Away from the office, Rachel loves to kayak and jet ski year-round in South Florida, where she resides.

Alfred is a wealth strategist at Mariner. He assists advisors in delivering better financial outcomes for their clients through comprehensive financial planning. He is passionate about helping advisors build more efficient practices using technology and taking a holistic view of client matters that aren’t simply about numbers and spreadsheets but about life fulfillment.

Before joining Mariner, Alfred was a tax firm owner and operations manager. He has also worked with Fortune 1000 executives, helping handle their financial planning and tax matters.

Alfred graduated from William Paterson University with a financial planning degree and is a CERTIFIED FINANCIAL PLANNER™ professional.

Away from the office, Alfred is an avid fitness and nutrition enthusiast who enjoys outdoor activities with his son and nice summer days at beaches and lakes.

Ryan is the director of tax planning and preparation at Mariner. He assists in the preparation and review of client tax returns. He also provides tax planning and projections based on clients’ specific needs. He coordinates training for new staff on tax processes and software. 

Prior to joining Mariner, Ryan was a senior tax accountant at Commerce Bank with a focus in income tax compliance. Prior to that, he was a senior tax associate with McGladrey, where he was responsible for working with a diverse client base on their tax-related needs with a focus on S-Corporation and individual tax preparation and planning services.  

Ryan holds a bachelor’s degree and master’s degree in accounting from the University of Kansas. He is a Certified Public Accountant. 

Away from the office, Ryan is involved in his church through many leadership roles. 

Tim is a managing consultant of independent portfolio management and consulting at Mariner. His team centered approach to his role is aimed at boosting productivity and delivering the highest level of service to advisors and their clients. His goal is to consistently refine and improve the investing experience.

Tim has spent nearly three decades in the financial services industry, including serving as an investment officer with two public pension funds. His history with portfolio management and trading and project management across industrial channels further deepens his breadth of expertise.

Tim’s interests include playing basketball, fishing with his brothers and spending time with his family and Labrador retriever.

Chris is a senior consultant of independent portfolio management and consulting at Mariner. In this role, Chris offers trading and investment support to advisors. A key administrative resource, he is responsible for entering trades as well as general portfolio administration. Additionally, he specializes in providing trade reconciliation and research support to the team.

Prior to joining Mariner, Chris spent nine years at State Street Bank, where he worked on the money market and fixed income team. While there, he managed a group of analysts responsible for valuing more than 180 funds daily.

Chris lives in the Sacramento, California, area. He enjoys watching any Bay Area sporting event and is an avid San Francisco Giants, Golden State Warriors and San Francisco 49ers fan.

John is a senior consultant of independent portfolio management and consulting at Mariner. In this role, he leads a consulting team to support independent advisors in creating model portfolios and investment strategies.

Over the course of his career at Mariner, John has taken on key roles within the firm’s research and consulting teams, contributing to the growth and success of its advisory services. Before joining the firm, he worked at Charles Schwab as a financial consultant partner and was a product manager at Principal Financial Group.

John currently resides in Cameron Park, California. When he is not reading up on investments or foiling the mischievous plans of his two cats, he enjoys going to the beach, weightlifting and playing ice hockey.

Aderemi Adeyemo is a consultant of independent portfolio management and consulting at Mariner. He is responsible for the implementation and management of investment models at the portfolio level as well as delivering a first-rate investment management experience to advisors and their clients.

Prior to joining Mariner, Aderemi was an investment management associate for a global wealth management firm working with financial advisors managing portfolios for institutions, high-net-worth families, endowments and foundations. He also worked with an Australia-based industry market research firm providing economic insights on commodities, goods and services to C-suite executives.

Aderemi is an active arbitrator for FINRA, where he serves the investment public by resolving security-related disputes. He is also a CFA® Program participant.

Before entering the financial services industry, Aderemi was a certified emergency medical technician and rode along with American Medical Response and the Los Angeles County Fire Department.

Selena is a client service manager at Mariner. She works to ensure that each client receives outstanding service and has the best experience possible with our team. She believes that every client should be treated with respect and professionalism.

Prior to joining Mariner, Selena dedicated 20 years to managing her household and raising her family. During this time, she also contributed to the success of her husband’s advertising network company.

Selena is married with two children. Her son is a professional athlete, and her daughter likes playing tennis. In her free time, she enjoys reading and traveling with her family.