Meet Our Team

Ali Roth

Ali Roth, CFP®, CFA®

Wealth Advisor

Mariner Advisor Network

Ali provides financial planning and investment support and guidance to Mariner Advisor Network advisors.

Prior to joining Mariner Advisor Network, Ali worked at AdvicePeriod. She was previously with two other wealth management firms in New York City that focused on providing comprehensive and objective financial planning advice to high-net-worth individuals and young professionals. Before entering the wealth management industry, she was employed by a fixed income investment management firm in California as a portfolio analyst within the core bond strategy.

 

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