Brad Rollins, CFA

Researcher
DISC Type : Cs

Deputy Chief Investment Officer at Mariner

Tulsa, Oklahoma, United States

Overview

Brad Rollins is the Deputy Chief Investment Officer at Mariner, responsible for scaling the firms investment platform to support its rapid growth. A CFA charterholder with an MBA from The University of Tulsa, he has progressed through multiple leadership roles since joining the firm.


He joined Mariner through the acquisition of his previous firm and has since been promoted multiple times to his current role as Deputy CIO.

Personality Overview

Self-Disciplined

Soft Communicator

Perfectionist

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Investment Platform Scalability
His core responsibility is scaling and optimizing the firm's investment platform to support a rapidly growing and evolving advisor base.
Team Building & Recruitment
Based on his public posts, he is actively involved in attracting new talent and building out the investment team at Mariner.
Firm-wide Investment Strategy
He collaborates directly with the CIO to develop and refine the company's investment policies and overarching strategic direction.

Media Appearances

Brad has no verified media appearances

Work History

10-2025
Deputy Chief Investment Officer at Mariner
12-2024 - 10-2025
Senior Vice President, Investments at Mariner
1-2021 - 12-2024
Vice President, Investments at Mariner
10-2015 - 1-2021
Director, Portfolio Implementation at Mariner
12-2012 - 10-2015
Vice President at Adams Hall Wealth Advisors (acquired by Mariner)

Education

2005 - 2007
MBA from The University of Tulsa
2001 - 2005
BSBA from The University of Tulsa

More Information

Social Presence :

Prographics :

Exp : 20 Location : Tulsa, Oklahoma, United States Job Level : Leadership Designation : Deputy Chief Investment Officer at Mariner
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Brad

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Brad take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Brad

Personality Compatibility


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