Economic Update - Brad Rollins, CFA®**SPONSORED by ALLEN BARROW & BILL GRIMM, Barrow & Grimm, P.C.

Date: Monday, January 8, 2018
Time: 11:30am - 1:00pm
Location: The Summit Club, 30th Floor
Speaker: TBA

Brad Rollins, CFA®
Director, Investment Research

As Director, Investment Research, Brad’s primary responsibilities include researching
new investment opportunities, monitoring clients existing investments and assisting with
portfolio construction. He serves on the Mariner Wealth Advisors Investment Committee
and is a part of the Leadership Council for Oklahoma offices of Mariner Wealth Advisors.
Prior to Mariner Wealth Advisors, Brad was a senior vice president of Adams Hall Wealth
Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012. 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 a Master’s of Business
Administration with a concentration in finance from the University of Tulsa. He has passed
the Series 65 exam and is a CFA® Charterholder.

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