2014 -
2015 Head of Manager Solutions and Integration @
2005 -
2013 Portfolio Manager and Principal Owner @ The Haag Investment Group, LLC
2001 -
2005 Account Executive and Trader @ Kenjol Capital Management, LLC
2000 -
2001 Account Executive and Account Analyst @ Capital Cities Asset Management
Brad Haag Education
The University of Texas at Austin
Bachelor of Arts - BA (Economics)
Brad Haag Skills
Options
Equities
Bonds
ETFs
Investments
Portfolio Management
Mutual Funds
Stocks
Series 7
Alternative Investments
Trading
Financial Markets
Series 3
Series 30
Series 34
Series 66
Private Equity
Hedge Funds
Asset Allocation
Morningstar Office
PerTrac
FundSpire
eSignal
Microsoft Excel
CTA
Fidelity
Investment Management
Disaster Recovery
Compliance
Trading Systems
Anti Money Laundering
Code of Ethics
RIA
Integration
Capital Markets
Customer Service
Strategy
Brad Haag Summary
Brad Haag, based in Austin, TX, US, is currently a Executive Vice President, Asset Manager Solutions at SMArtX Advisory Solutions. Brad Haag brings experience from previous roles at SMArtX Advisory Solutions, Independent Consultant, Envestnet, Inc and Placemark Investments. Brad Haag holds a Bachelor of Arts - BA in Economics @ The University of Texas at Austin. With a robust skill set that includes Options, Equities, Bonds, ETFs, Investments and more. Brad Haag has 2 emails and 2 mobile phone numbers on RocketReach.
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