Brad Rollins, CFA
Designations and Licenses
Brad holds the Chartered Financial Analyst® designation.
Experience and Education
As vice president of Investment Operations, 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 Wealth Advisors Investment Committee and the Private Investment Committee.
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.
Brad is a member of the CFA Society of Oklahoma.