Tony Kay

Senior Institutional Advisor @Mariner

Dallas, TX, US

As a Senior Advisor at Mariner, I am responsible for the oversight and management of client relationships through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of topics. I also help ensure clients receive timely and accurate documentation and reports, maintain current knowledge of their manager lineup and general market issues, and act as the primary point of contact.

The University of Tulsa

BSBA, Finance