Brad Rollins, CFA

Director, Portfolio Implementation

Designations and Licenses

Brad holds the Chartered Financial Analyst® designation.

Experience and Education

As director of portfolio implementation, Brad is primarily responsible for the firm’s portfolio management efforts, including asset allocation, portfolio construction, rebalancing strategies, oversight of model portfolios and trading.

Prior to Mariner Wealth Advisors, 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.

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