Jonathan Breth, CFP

Jon Breth is a Senior Institutional Advisor for Mariner Institutional. Jon is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Jon acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Jon may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs. Prior to joining Mariner, Jon was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, Jon focused on client service, investment policy development, asset allocation strategy, and manager structure implementation. Jon also focused on plan monitoring, evaluation, and advisement.

Jon holds a Bachelor of Arts degree in Business Administration and is a CERTIFIED FINANCIAL PLANNER™. Away from the office, Jon enjoys playing golf, tennis, pickleball, and running. Jon is an outdoor enthusiast.

As a GAPPT presenter, Jon has received information regarding educational instructional methods and adult learning processes.