OUR TEAM

 

Stephen Buehler

Managing Director
MAG CAP Founding Partner

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Stephen Buehler

At MAG CAP, Stephen leads the execution of the co-founders’ shared strategic vision to establish MAG CAP as the most trusted and innovative wealth management firm in the state of Mississippi and beyond. He works with the co-founding partners to develop the investment principles and service models at MAG CAP. Stephen brings a unique perspective to MAG CAP, having worked at one of the world’s preeminent investment firms, and has instilled the same commitment to excellence, innovation and best practices across the MAG CAP platform.

Prior to co-founding MAG CAP, Stephen was a Managing Director at Blackstone, the largest alternative asset manager in the world. At Blackstone, Stephen was the Chief Operating Officer of the Individual Investor Solutions business, a strategic initiative that he helped launch and grow to over $9 billion in assets under management. Stephen has also worked at Merrill Lynch in New York City and at KPMG in Memphis, Tennessee, where he was a Senior Manager and worked with some of the leading businesses across the Southeast.

Stephen is a native of Starkville, Mississippi and earned his undergraduate degrees from Mississippi State University. At MSU, Stephen earned a Bachelor of Accountancy and a Bachelor of Business Administration, graduating summa cum laude. Stephen also attended Northwestern University where he earned an MBA from the Kellogg School of Management with concentrations in Asset Management, Analytical Finance, Management & Organizations and Accounting. Stephen is married to Jennifer Stieber Buehler.

Education

  • Northwestern University – Kellogg School of Management (2008)

    • Master of Business Administration

  • Mississippi State University (2000)

    • Bachelor of Accountancy (summa cum laude)

    • Bachelor of Business Administration (summa cum laude)

  • Certified Public Accountant (2001 – inactive)

Affiliations

  • MSU Alumni Association

  • Kellogg Alumni Network

  • Bulldog Angel Network

  • MAG CAP Ventures – Founder & CEO

  • Board member for multiple portfolio companies of MAG CAP Ventures

Honors & Awards

  • MSU’s College of Business - One of the “Top 100 Graduates” in the first 100 years of the school

Chad Lopes

Managing Director
MAG CAP Partner

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Chad Lopes

Chad’s focus is developing the Mag Cap platform for significant growth throughout the Southeast. Leveraging 15 years of financial services experience across a diverse set of senior roles, Chad works closely with his Mag Cap partners on the day to day execution of the business as well as the development of the long-term strategy. Chad believes that a successful business begins with a focus on people and culture and he brings a history of building successful teams through an unwavering commitment to this principle.

Prior to joining Mag Cap, Chad was a Senior Vice President at Regions Financial, one of the nation’s largest full-service providers of banking and wealth management services. At Regions, Chad built a 20-person team focused on corporate financial strategy, mergers and acquisitions, fintech equity investments and balance sheet optimization. While leading many successful strategic initiatives, Chad is most proud of the low employee turnover and high employee engagement within his group. Prior to Regions, Chad worked in investment banking for Lincoln International in Chicago and as a Manager at KPMG in Memphis where he worked with asset managers, broker dealers and publicly traded banks.

Chad was raised in Memphis, TN and earned his undergraduate degree in Accounting from Christian Brothers University where he also played collegiate baseball. After working at KPMG, he earned an MBA from Northwestern’s Kellogg School of Management. Chad is married to Alex and they have two boys, Evan and Austin.

Vaiden A. Clark

Managing Director
MAG CAP Founding Partner

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Vaiden A. Clark

Vaiden leverages his background in special asset real estate investing and in law to bring a valuable perspective to the MAG CAP team. At MAG CAP, Vaiden leads many of the business development efforts as well as oversees the implementation of the firm’s client service models. He believes a successful financial plan is built on clarity and offers his clients a transparent approach to achieving financial goals.

Prior to co-founding MAG CAP, Vaiden worked at Raymond James & Associates where he dually focused on individual wealth planning and servicing Employer Sponsored Retirement Plans. Through this combined focus, Vaiden developed a tailored individual client service model that he will implement at MAG CAP. Prior to Raymond James, Vaiden worked at M&F Bank within its Special Assets Investment Group. Here he was instrumental in forming the bank’s Real Estate Owned (REO) Investment Division and was eventually promoted to Treasurer. When M&F Bank was acquired by Renasant Bank, Vaiden made the transition to Renasant, where he served as Vice President of Corporate Banking. Vaiden began his career with the Mattiace Company where he worked as an asset manager and then as Vice President of Brokerage and Development.

Vaiden is a member of the American Bar Association and the Mississippi Bar. Vaiden is married to Lanier Wright Clark. They have two children and are members of Christ United Methodist Church.

 Education

  • Mississippi College School of Law (2005)

    • Juris Doctorate

  • Mississippi College Graduate School (2005)

    • Master of Business Administration 

  • University of Mississippi (2001)

    • Bachelor of Accountancy

Designations

  • Licensed to Practice Law in Mississippi 

  • Accredited Asset Management Specialist AAMS®

  • Certified Commercial Investment Member CCIM

 Affiliations

  • American Heart Association, Heart Ball Chairman 2018

  • Christ United Methodist Church

  • American Bar Association

  • MS Bar Association 

 Honors and Awards

  • MS Business Journal’s Top 40 under 40 - 2013

  • Raymond James Achievers Club - 2017

Lan Pickle

Director

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Lan Pickle

Lan has been in the business of providing financial planning advice for nearly 20 years. He focuses on comprehensive financial and retirement planning, estate planning and college education planning and has built tremendous trust with all of his clients. Lan brings this trust-oriented approach with him to MAG CAP where he will focus on client service. He excels in helping high-net-worth clients simplify complex approaches to investment management and retirement planning.

Prior to joining MAG CAP, Lan worked at Raymond James & Associates. Prior to Raymond James, Lan worked as a financial advisor with Merrill Lynch.

Originally from Philadelphia, Mississippi, Lan graduated from the University of Mississippi with a B.A. in marketing. Community involvement is important to Lan. He currently serves as President of the Ridgeland Tourism Commission Board and is active with the Phi Kappa Alpha alumni group. He also supports and has volunteered his time with the Mississippi Organ Recovery Agency, Blair E. Batson Hospital for Children and Sanderson Farms Championship golf tournament among others. Lan enjoys attending Ole Miss athletic events, playing golf, tennis and spending time with his son.

Education

  • The University of Mississippi (1981)

    • B.A. in Marketing

Affiliations

  • Ridgeland Tourism Commission – Board President

Honors & Awards

  • Raymond James Leaders Club – 2014, 2015, 2016

Stephen Griner

Managing Director
MAG CAP Founding Partner

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Stephen Griner

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. Stephen also provides a range of other products and services for clients including business retirement plans, individual retirement planning, 401(k) rollovers, estate planning, and new services through MAG CAP.

Prior to co-founding MAG CAP, Stephen was a Vice President at Raymond James & Associates. Stephen began his career with Morgan Stanley in Nashville, Tennessee. After several years, he decided that he wanted to pursue his career in his home state, so he decided to move to Jackson, Mississippi and joined Merrill Lynch.  When the financial crisis hit in 2008 and Merrill Lynch was taken over by Bank of America, Stephen decided that a large bank wasn’t the best place for him to serve his clients. After conducting due diligence on numerous firms, Stephen and his team decided to affiliate with Morgan Keegan, which was later purchased by Raymond James and is where he has served clients up to the point of co-founding MAG CAP.

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 kids and chocolate labradoodle and is an Elder at Grace Chapel Presbyterian Church in Madison. 

 Education

  • University of Mississippi (2000)

    • Master of Business Administration

  • University of Mississippi (1999)

    • Bachelor of Accountancy (cum laude)

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

  • Mississippi Capital Area Habit for Humanity, Treasurer

  • Grace Chapel Presbyterian Church, Elder

Honors and Awards

  • Financial Times Top 401 Retirement Plan Advisors - 2015

  • MS Business Journal Top 40 under 40 - 2015

  • Raymond James Leaders Club - 2014, 2015, 2016

  • Raymond James Retirement Plan Advisory Council

Charles F. Marion

Managing Director
MAG CAP Founding Partner

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Charles F. Marion, Jr.

Charles brings a unique set of professional experiences to MAG CAP, including experiences across the financial planning spectrum as well as in the world of Big Four public accounting where he worked with many leading businesses across a variety of industries. Now, as an expert in 401k and other Employer Sponsored Retirement plans, Charles sets MAG CAP apart as one of the region’s leading advisers to corporate sponsors. Charles brings with him a specialized service platform as well as deep knowledge of ERISA law, industry trends and client needs. With these valuable perspectives, Charles has built a reputation as a leader in Mississippi for Employer Sponsored plans.

Prior to co-founding MAG CAP, Charles was a Financial Advisor at Raymond James Financial Services where he served as Branch Manager, Registered Representative, Registered Principal, Registered Investment Advisor Representative, and Investment Management Consultant. In 2005, Charles was blessed to move back home to Jackson to join his father, Charlie Marion, at Raymond James. During this time, Charles gained extensive knowledge and experience in the industry, but more importantly, learned how to provide world class service to the client relationships they established. Prior to joining his father at Raymond James, Charles worked in the audit department for Deloitte in Memphis, Tennessee.

Charles is a native of Jackson, Mississippi and graduated from the University of Mississippi School of Accountancy in 2001 and received his Master of Accountancy in 2002. He is married to Christy Rogers Marion. They enjoy spending time outdoors, watching Ole Miss athletics, and volunteering as soccer coaches and other roles for Jackson Futbol Club, where their three children currently spend most of their time. Charles and his family are members of First Baptist Church of Jackson.

Education

  • University of Mississippi (2002)

    • Master of Accountancy

  • University of Mississippi (2001)

    • Bachelor of Accountancy

Designations

  • Certified Public Accountant

  • Investment Management Consultant – Raymond James

  • Premier Partner Advisor, Empower Retirement - 2018

 Honors and Awards

  • Raymond James Executive Council - 2016

  • Deloitte Outstanding Performance Award - 2002

  • Service Recognition Certificate - Awarded by an SEC client at Deloitte - 2003

  • Outstanding Achievement Award – First Mercantile Trust Retirement - 2008