Brian Leitner
Director/Board Member at Giving The Basics
Profile
Mr. Brian Leitner is Senior Vice President at Mariner Wealth Advisors LLC.
He also provides financial planning support to wealth advisors relating to tools and techniques for financial planning strategies.
Prior to joining Mariner in 2010, Mr. Leitner ran the Preferred Planning platform at UBS, where he managed a group of professionals who created comprehensive financial plans for high-net-worth clients.
While in that role, he created and executed training for credentialed financial advisors across the country.
He also provided guidance with respect to heavily concentrated positions, stock options analyses, philanthropic planning and estate planning strategies.
Before joining UBS, he was a consultant in the Financial Planning and Tax Services department of Ernst & Young LLP.
As a fee-based financial planner, he specialized in investment and tax strategies for both individual and corporate clients.
Mr. Leitner has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s in taxation from Fairleigh Dickinson University.
Brian Leitner active positions
| Companies | Position | Start |
|---|---|---|
| Giving The Basics | Director/Board Member | 2013-12-31 |
Former positions of Brian Leitner
| Companies | Position | End |
|---|---|---|
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 2009-12-30 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Brian Leitner
| The State University of New York | Undergraduate Degree |
| Fairleigh Dickinson University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
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