Meet Our Team

Oswaldo Simental

Oswaldo Simental

Manager, Portfolio Management

Oswaldo “Ozzy” Simental is a manager with Mariner Wealth Advisors. In this role, he is a member of the investment team focusing on portfolio management.

Before joining Mariner Wealth Advisors, Ozzy was a senior associate at AdvicePeriod, where he worked on cross-functional teams to enhance investment procedures and managed portfolios. Ozzy has a Bachelor of Arts degree in international studies and an MBA from Willamette University.

Away from the office, Ozzy enjoys traveling, spending time outdoors and playing basketball.

 

 

 

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