Brad Rollins

Brad Rollins, CFA

Director, Investment Research

Tulsa, OK

As Director, Investment Research, Brad’s primary responsibilities include researching new investment opportunities, monitoring clients existing investments and assisting with portfolio construction. He serves on the Mariner Wealth Advisors Investment Committee and is a part of the Leadership Council for Oklahoma offices of Mariner Wealth Advisors.

Prior to Mariner Wealth Advisors, Brad was a senior vice president of Adams Hall Wealth Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012. Prior to joining Adams Hall, Brad worked at Samson Investment Company and the University of Tulsa Athletics Department.

Brad has a bachelor’s degree in business administration and a Master’s of Business Administration with a concentration in finance from the University of Tulsa. He has passed the Series 65 exam and is a CFA® Charterholder.