Jeff Poe

Jeff Poe is the Chief Financial Officer of Mariner, the Overland Park, Kansas–based wealth management firm (Mariner Wealth Advisors) that oversees well over $100 billion in assets under advisement. As CFO, he sits on the executive team that "strategically guides the Mariner family of companies," managing the firm's finances, reporting, capital structure, and acquisition strategy. Under his tenure the firm has been highly acquisitive — Mariner completed roughly ten firm acquisitions in 2022 alone — and much of his role centers on raising capital to fund those corporate transactions.

Poe's path to finance leadership ran through manufacturing and consumer goods rather than through Wall Street. He began his career at Ernst & Young, then spent about twelve years at Waechtersbach USA, Inc. (a German ceramic tableware company), holding roles including Corporate Controller, Vice President/Treasurer/Secretary, and ultimately serving seven years as President. He later became President of Pitt Plastics, Inc., a commercial can-liner manufacturer that was part of the Bicknell family's holdings (following the company's sale by Kansas businessman Gene Bicknell). Before joining Mariner in 2017, he also served as an Executive in Residence at the Kelce College of Business at Pittsburg State University, teaching business strategy, financial accounting, and entrepreneurship.

He holds bachelor's and master's degrees (including a Master of Accountancy) from Truman State University (formerly Northeast Missouri State University). His community and civic involvement has included Leadership Kansas (class of 2017), serving as a trustee of the Bicknell family holding company, and past board and chairman roles with the Pittsburg (Kansas) Chamber of Commerce and Pittsburg Economic Development. He was recognized as a Kansas City Business Journal CFO of the Year honoree (2020) and profiled by Ingram's magazine as a Kansas City–area CFO of the Year.

Important verification note: The stub data describing Jeff Poe as an "Angel Investor" writing seed-round checks could not be substantiated in any public source. All available primary and secondary sources describe him strictly as a corporate CFO of a wealth-management firm. Founders should treat the "angel investor" characterization with caution; there is no public record of him making individual seed-stage startup investments.

• No publicly stated personal angel/venture investment thesis could be found. The "Seed Round / Angel Investor" framing in the stub is unverified.
• In his professional capacity, his "investing" activity is corporate M&A: identifying, financing, and integrating acquisitions of RIAs and wealth-management practices into the Mariner family of companies.
• His stated focus is executing Mariner's acquisition strategy and raising the capital required for those corporate transactions (e.g., ~10 acquisitions in 2022).
• If approached about firm-level deals, the relevant lens is scale, integration, and financial soundness of an advisory business — not early-stage startup potential.