David William Henion

Portfolio Manager-Fixed Income at

Mariner LLC

Finance

Commercial Services

Consumer Services

Profile

Mr. David W.
Henion, CPA, is a Director & Senior Wealth Advisor at Mariner LLC.
He provides clients with personalized wealth management solutions that include financial planning, tax preparation, investing and reporting to help them reach their goals.
Prior to joining Mariner, Mr. Henion was the Founder, Principal, Managing Director, Portfolio Manager and Member of the Investment Committee at Forté Capital LLC.
He has over twenty years of experience in the investment, tax, pension and executive financial counseling areas.
Before that, he was a Senior Investment Strategist and Portfolio Manager at Hessler, Keogh & Millard Associates and a Tax Accountant at Deloitte & Touche LLP.
He holds a bachelor’s degree in business with a concentration in finance and accounting from Miami University.

David William Henion active positions

Companies	Position	Start
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Portfolio Manager-Fixed Income	01/09/2025

All active positions of David William Henion

Former positions of David William Henion

Companies	Position	End
Forté Capital LLC Forté Capital LLC Investment ManagersFinance Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business.	Founder	01/09/2025
New York State Society of Certified Public Accountants New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates certified public accountant membership association	Corporate Officer/Principal	-
St. John Fisher College St. John Fisher College Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Corporate Officer/Principal	-

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Private companies	6
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Finance
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Commercial Services
Forté Capital LLC Forté Capital LLC Investment ManagersFinance Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business.	Finance
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. John Fisher College St. John Fisher College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York State Society of Certified Public Accountants New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates certified public accountant membership association	Commercial Services