John Lischer CAIA, CIMA®
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.