Christopher Koehler

Christopher Koehler Email and Phone Number

Director and Senior Wealth Advisor @ Mariner
Fishkill, NY, US
Christopher Koehler's Location
Fishkill, New York, United States, United States
Christopher Koehler's Contact Details
About Christopher Koehler

Chris Koehler is a Director and Senior Wealth Advisor at Mariner Wealth Advisors. His responsibilities include financial planning, investment advisory and tax advisory services for entrepreneurs, families, partnerships and corporate clients. Chris received his BS in Business Administration with a concentration in both Finance and Marketing from Marist College, and a MS in Taxation from Seton Hall University. He is also an Enrolled Agent (EA)with the IRS and Registered Investment Advisor.

Christopher Koehler's Current Company Details
Mariner

Mariner

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Director and Senior Wealth Advisor
Fishkill, NY, US
Christopher Koehler Work Experience Details
  • Mariner
    Director And Senior Wealth Advisor
    Mariner
    Fishkill, Ny, Us
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  • Mariner
    Director & Senior Wealth Advisor
    Mariner Jan 2014 - Present
    New York, Ny
    Mariner Wealth Advisors is a comprehensive wealth management and tax advisory business. We specialize in servicing high net worth individuals and closely held businesses. Our firm is located in New York City and our client base consists of corporate executives, entrepreneurs, professional athletes, and retirees.Please feel free to visit us at our website at: www.marinerwealthadvisors.com/NYC
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  • Bessemer Trust
    Senior Vice President
    Bessemer Trust Feb 2004 - Jan 2014
    Manage tax planning and compliance for high net worth individuals and famiilies. Regional tax consultant for Bessemer's Greenwich, CT office.
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  • Wtas
    Senior Associate
    Wtas Jul 2002 - Feb 2004
    Review Individual, Gift, Trust, Corporate, & Foundation Tax Returns. Provide tax consulting services to high net-worth individuals and families.
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  • Andersen Llp
    Associate
    Andersen Llp Oct 2000 - Jul 2002
    Individual income tax compliance for high net worth individuals.

Christopher Koehler Skills

High Net Worth Individuals Income Tax Tax Advisory Tax Returns

Christopher Koehler Education Details

Frequently Asked Questions about Christopher Koehler

What company does Christopher Koehler work for?

Christopher Koehler works for Mariner

What is Christopher Koehler's role at the current company?

Christopher Koehler's current role is Director and Senior Wealth Advisor.

What is Christopher Koehler's email address?

Christopher Koehler's email address is ch****@****ors.com

What is Christopher Koehler's direct phone number?

Christopher Koehler's direct phone number is +120373*****

What schools did Christopher Koehler attend?

Christopher Koehler attended Seton Hall University, Marist College.

What skills is Christopher Koehler known for?

Christopher Koehler has skills like High Net Worth Individuals, Income Tax, Tax Advisory, Tax Returns.

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