William Velekei

Director & Senior Wealth Advisor at Mariner Wealth Advisors

William Velekei is the Director and Senior Wealth Advisor at Mariner Wealth Advisors. William has over 5 years of experience in the financial industry.

William started their career as a Financial Management Intern at Prudential Financial. William then went on to work as an Audit Associate at KPMG US. In December 2014, they joined SGF Capital Management as an Equity Analyst. William left SGF Capital Management in May 2015 to join Mariner Wealth Advisors.

At Mariner Wealth Advisors, William provides wealth management and financial planning services to individuals, families and businesses. William works with clients to develop and implement long-term financial plans that are tailored to their unique goals and needs.

William Velekei received a Bachelor of Science in Accounting from Lehigh University.

They are on a team with Katrina Radenberg - Chief Investment Officer, Jeff Krumpelman - Chief Investment Strategist & Head of Equities, and Darin Gartland - Managing Director & Senior Wealth Advisor. Their manager is Marty Bicknell, CEO & President.

Timeline

  • Director & Senior Wealth Advisor

    Current role

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