Brad Rollins, CFA^®

Designations and licenses

Brad holds the Chartered Financial Analyst^® designation.

Experience and education

As chief investment officer, Brad oversees all aspects of investments across the firm. His responsibilities include leading our investment committee as well as the investment management group charged with carrying out the various aspects of the Mariner investment platform.

Previously, Brad was deputy CIO and senior vice president of investments at Mariner, where he oversaw teams dedicated to manager research, portfolio management, consulting, investment education and direct indexing. Earlier in his career, he held various roles at Adams Hall Wealth Advisors, which was acquired by Mariner in 2012.

Brad holds 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

Away from the office, Brad lives in Tulsa, Oklahoma with his wife, two children and two dogs. He is an active runner and enjoys spending time on the water with his family, whether close to home or while traveling.