Designations and Licenses

Pamela holds the Chartered Financial Analyst® designation.

Experience and Education

Pamela works with high-net-worth individuals, foundations, endowments and retirement plans. She has experience in the review and analysis of equity and fixed income investments, both in the secondary market and on a direct investment basis, having worked on mergers and acquisitions as well as asset-liability management within a large bank environment. She helps individuals make the transition to financial independence after life-altering events, such as the death of a spouse or divorce.

Prior to joining Mariner, Pamela was vice president and a senior portfolio manager at Fifth Third Asset Management. She was responsible for the investment relationships of institutional clients, such as endowments, foundations and pension plans, working with them and their consultants on investment-related matters, conducting investment reviews and helping set portfolio strategies to meet client objectives.

Previously, Pamela was vice president and a portfolio manager at Commerce Bancshares in St. Louis, where she managed investment portfolios for institutional and high-net-worth clients. She also served as the firm’s financial-stock analyst for the value and core equity strategies. In her 10 years at Commerce, she worked in corporate credit analysis, mergers and acquisitions and asset liability management prior to becoming a portfolio manager.

Pamela has a bachelor’s degree in business administration with a minor in Japanese studies from Washington University. She received an MBA in finance from the University of Missouri-St. Louis. She is a member of the CFA Institute and CFA Society of Cincinnati and Louisville.

Accolades

Pamela was named to Forbes’ Top Women Wealth Advisors Best-in-State for Kentucky, ranking #2 in 2023 and #1 in 2022. She was also named to Forbes’ Best-in-State Wealth Advisors list, ranking #7 in Kentucky in 2024, #10 in 2023, #18 in 2022 and #39 in 2021. Additionally, she was named to Barron’s Top 1,200 Advisors list, ranking #7 in 2024 and #12 in 2023 in Kentucky.

Personal Interests

Pamela is a governor appointee to the Kentucky Retirement System (KRS) Board. She also serves as a trustee on the board of the Frazier History Museum in Louisville and is a trustee and vice president of the Louisville Ballet board. Previously, Pamela was a member of the board of the Cincinnati Symphony Orchestra and a member of the board of trustees for the Cincinnati Ballet as well as the Cincinnati Ballet Foundation. She currently serves as a member of the Tocqueville Steering Committee for the Metro United Way of Louisville.

Pam’s Offices

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2023 and 2022 were published in February and were based on September 30th data, including 1- and 5-year periods.

Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2024 were published in February 2021 and April 2022, 2023 and 2024 and were based on June 30th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.

No fee was paid for participation in the rankings; however, a fee was paid to receive expanded profile features on the ranking website.

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2023 and 2024 were published in March of each award year based on the previous year’s September 30^th data, including 1- and 5-year periods. No fee was paid for participation in the rankings; however, some advisors have paid a fee to receive expanded profile features on the ranking website.

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