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DTSTART:20180108T173000Z
DTEND:20180108T190000Z
LOCATION:The Summit Club, 30th Floor
UID:1484320180108T173000ZEconomic Update - Brad Rollins, CFA®**SPONSORED by ALLEN BARROW & BILL GRIMM, Barrow & Grimm, P.C.
DTSTAMP:20260416T190544Z
DESCRIPTION:\n\n Brad Rollins, CFA®\n Director, Investment Research\n \n\n As Director, Investment Research, Brad’s primary responsibilities include researching\n new investment opportunities, monitoring clients existing investments and assisting with\n portfolio construction. He serves on the Mariner Wealth Advisors Investment Committee\n and is a part of the Leadership Council for Oklahoma offices of Mariner Wealth Advisors.\n Prior to Mariner Wealth Advisors, Brad was a senior vice president of Adams Hall Wealth\n Advisors. Adams Hall partnered with Mariner Wealth Advisors in 2012. Prior to joining\n Adams Hall, Brad worked at Samson Investment Company and the University of Tulsa\n Athletics Department.\n \nBrad has a bachelor’s degree in business administration and a Master’s of Business\n Administration with a concentration in finance from the University of Tulsa. He has passed\n the Series 65 exam and is a CFA® Charterholder.\n
SUMMARY:Economic Update - Brad Rollins, CFA®**SPONSORED by ALLEN BARROW & BILL GRIMM, Barrow & Grimm, P.C. - Tulsa Estate Planning Forum 
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DESCRIPTION:Reminder
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