Meet the Team

Ozzy Simental

Senior Manager
Independent Portfolio Management and Consulting
Mariner 

Ozzy is a portfolio manager at Mariner, where he leads the Portfolio Management & Consulting team and partners closely with independent advisors on portfolio construction, implementation, and ongoing management. His work bridges investment strategy and real-world client outcomes across public and private markets, with a focus on tax-aware trading and portfolio implementation.

Before joining Mariner, he was an investment analyst at a San Francisco–based firm specializing in customized portfolio management and hedging strategies for ultra-high-net-worth clients.

Ozzy is based in Los Angeles, where he spends time with his family, enjoys the beach, and stays close to the markets.