Brad Rollins, CFA in

Brad Rollins, CFA

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Deputy Chief Investment Officer at Mariner
📍 Tulsa, Oklahoma, United States

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.

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Experience
20 Years
Current Role
Deputy Chief Investment Officer
Job Level
Leadership
Location
Tulsa, Oklahoma, United States
Personality Overview

How Brad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brad cares 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.
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Career

Work history

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

Media appearances

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Education
2005 - 2007
MBA
The University of Tulsa
2001 - 2005
BSBA
The University of Tulsa
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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