Stephen Griner

Biography

Stephen has been serving the financial needs of individual and institutional investors, retirees, and business owners since beginning his career as a financial advisor 2001. As a CFA charter holder, Stephen’s specialty at MAG CAP lies in discretionary asset management for individuals and institutions. He also provides a range of other products and services for clients including business retirement plans, individual retirement planning, 401(k) rollovers, estate planning, and digital assets through MAG CAP. Prior to co-founding MAG CAP in 2018, he’d previously worked for Morgan Stanley, Merrill Lynch and Raymond James.

Stephen is a native of Columbia, Mississippi, and graduated with honors from the University of Mississippi with a Bachelor of Accountancy and an MBA with a concentration in finance. Stephen is married with two children (and their chocolate labradoodle). They reside in Madison and are members of Grace Chapel Presbyterian Church.

Education

• Master of Business Administration, University of Mississippi (2000)
• Bachelor of Accountancy, University of Mississippi (1999)

Designations

• CERTIFIED FINANCIAL PLANNER™, CFP®
• Chartered Financial Analyst, CFA®
• Chartered Retirement Plans Specialist, CRPS®
• Certified Investment Management Analyst™, CIMA®
• Accredited Investment Fiduciary, AIF®

Affiliations

• Mississippi CFA® Society, Board of Directors
• Mississippi Capital Area Habitat for Humanity, Executive Committee
• Grace Chapel Presbyterian Church, Former Elder
• Grayscale Advisor Council

Honors & Awards

• Financial Times Top 401 Retirement Plan Advisors
• Mississippi Business Journal Top 40 under 40
• Raymond James Retirement Plan Advisory Council
• Financial Advisor IQ Leadership Council