Designations and Licenses

Brad holds the Chartered Financial Analyst^® designation.

Experience and Education

As senior vice president of investments, Brad oversees a large portion of the firm’s investment efforts, including teams dedicated to third-party manager research & model portfolios, portfolio management, portfolio consulting for independent advisors, investment education and the firms direct indexing offering.

Prior to Mariner, Brad was a senior vice president of Adams Hall Wealth Advisors. 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 an MBA with a concentration in finance from the University of Tulsa. He is a member of the CFA Society of Oklahoma.

Personal Interests

Brad is a member of the CFA Society of Oklahoma.