In this episode of Focused on the Future, host Suzanne Siracuse kicks off Season 3 with a powerful conversation with Katrina Radenberg, chief investment officer of Mariner and president of the Mariner Foundation. Katrina shares her unique path from investment analyst to C-suite leader, the importance of mentorship and how intentional partnerships and niche marketing are fueling Mariner’s organic growth.

The discussion highlights how the Mariner Foundation—fueled by associate donations and company matches—has become a cultural cornerstone, reinforcing the firm’s commitment to community impact and attracting next-generation talent. Katrina also shares insights on emerging investment trends, the importance of customized client solutions at scale and why giving back and talent development are non-negotiables for building a sustainable, impactful wealth management firm.

This episode is a must-listen for financial advisors looking to blend business growth with a broader mission—and stay competitive in an evolving industry.

Key takeaways include:

- Katrina's unique journey from math-loving college graduate to industry leader in wealth management 
- Proven strategies for organic growth within Mariner, including niche marketing and digital transformation 
- The Mariner Foundation's impactful role in community support and employee engagement
Innovative approaches to attract and retain next-generation talent in the financial industry 
- Current trends in investment management focus on customization and client problem-solving 

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 


Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com


Connect With Katrina Radenberg:

Mariner Wealth Advisors: https://www.marinerwealthadvisors.com/ 
LinkedIn: Mariner: https://www.linkedin.com/company/access-mariner/ 
LinkedIn: Katrina Radenberg: https://www.linkedin.com/in/katrinaradenberg/ 

About Our Guest:

As Chief Investment Officer, Katrina oversees all aspects of investments across the firm. Her responsibilities include leading our investment committee and private investment committee. She is also a member of our risk committee.

Since joining the firm in 2007, Katrina has had a wide range of responsibilities throughout the organization, including serving on the investment and asset allocation committees and managing fixed income portfolios for high-net-worth clients. Before moving into a leadership role, she co-managed a tactical ETF portfolio. Katrina has 21 years of experience in the investment industry.

Prior to joining Mariner, she was an analyst for a hedge fund in Manhattan, Kan. She holds a bachelor’s degree in business administration with an emphasis in finance from Kansas State University.

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Focused on the Future: Mariner’s Katrina Radenberg on Growth, Giving and the Future

WealthManagement.com

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