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    Brad Rollins

    Vice President, Investments at Mariner Wealth Advisors

    Brad Rollins is the Vice President of Investments at Mariner Wealth Advisors, based in Tulsa, Oklahoma. He has significant responsibilities in overseeing the firm's portfolio management efforts, which include asset allocation, portfolio construction, rebalancing strategies, and manager diligence. Additionally, he serves on both the Mariner Wealth Advisors Investment Committee and the Private Investment Committee.12

    Educational Background

    • Bachelor's Degree: Business Administration from the University of Tulsa (2001 - 2005)
    • MBA: Concentration in Finance from the University of Tulsa (2005 - 2007)

    Professional Experience

    • Vice President, Investments at Mariner Wealth Advisors (January 2021 - Present)
    • Senior Vice President at Adams Hall Wealth Advisors (December 2012 - October 2015)
    • Director of Research at Adams Hall Wealth Advisors (December 2010 - December 2012)
    • Financial Analyst at Adams Hall Wealth Advisors (February 2008 - December 2010)
    • Graduate Assistant at the University of Tulsa (2005 - 2007)

    Before joining Mariner Wealth Advisors, Rollins had notable roles at Adams Hall Wealth Advisors and worked at Samson Investment Company as well as within the University of Tulsa Athletics Department.12

    Certifications

    Brad Rollins is a Chartered Financial Analyst (CFA), a designation he obtained in August 2014. He is also an active member of the CFA Society of Oklahoma.12

    Rollins' expertise in investment management and his comprehensive background in finance make him a key figure in guiding clients through complex investment strategies and portfolio management decisions.

    Highlights

    Meet Our Team - Mariner Wealth Advisors
    Brad Rollins, CFA | Vice President, Investments | Mariner
    Rebalancing Your Portfolio - Mariner Wealth Advisors

    Related Questions

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    Location

    Tulsa, Oklahoma, United States