Designations and Licenses

Brad holds the Chartered Financial Analyst^® designation.

Experience and Education

As vice president of investments, Brad oversees the firm’s portfolio management efforts, including asset allocation, portfolio construction, rebalancing strategies, oversight of model portfolios and manager diligence. He serves on the Mariner Investment Committee and the Private Investment Committee.

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.