Meet the Team
Additional Support
Cash Private Wealth partners with Mariner, providing access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.
Wealth Strategy & Planning Team
Christopher Moore, CFP®
Director, Wealth Strategy
Mariner
Rachel Vega, CFP®
Senior Wealth Strategist
Mariner
Alfred Cantilina, CFP®
Wealth Strategist
Mariner
Ruth Chukwunyere, CFP®
Associate Wealth Strategist
Mariner
Ryan Drake, CPA
Director, Tax Planning & Preparation
Mariner
Investment Strategy Team
Michael Glennon
Vice President, Private Investments
Mariner
J.P. Weidler, CFA®, CRPC®
Portfolio Manager, Equities
Mariner
Tony DiBartolomeo
Portfolio Management & Consulting Analyst
Mariner
Nolan Richardson
Analyst, Independent Portfolio Management & Consulting
Mariner
Piper Leitch
Analyst, Investment Solutions
Mariner
Portfolio Management & Consulting Team
Ozzy Simental
Senior Manager, Independent Portfolio Management & Consulting
Mariner
Marn Chong, CFA
Consultant, Independent Portfolio Management and Consulting
Mariner
The Mariner associates listed are not employees of Cash Private Wealth. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://independent.mariner.com/legal/.