Brad Haag Email & Phone Number
Director, Adhesion Investment Platform Management @ AssetMark
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Brad Haag Location
- Austin, TX, US
Brad Haag Work
- Director, Adhesion Investment Platform Management @ (July 2026 - Present)
- Executive Vice President @ (September 2023 - November 2025)
- Head of Manager Solutions @ (July 2020 - September 2023)
- Independent Consultant @ Independent Consultant (November 2019 - June 2020)
- Director, Asset Manager Relationship Management @ (January 2015 - July 2019)
- Head of Manager Solutions and Integration @ (March 2014 - January 2015)
- Portfolio Manager and Principal Owner @ The Haag Investment Group, LLC (April 2005 - December 2013)
- Account Executive and Trader @ Kenjol Capital Management, LLC (January 2001 - January 2005)
- Account Executive and Account Analyst @ Capital Cities Asset Management (January 2000 - January 2001)
Brad Haag Education
- The University of Texas at Austin
Bachelor of Arts - BA (Economics)
Brad Haag Skills
- Account Reconciliation
- Agile Project Management
- Alternative Investments
- Anti Money Laundering
- Asset Allocation
- Asset Management
- CTA
- Client Relations
- Cold Calling
- Communication
- Compliance
- Disaster Recovery
- ETFs
- Entrepreneurship
- Equities
- Equity Trading
- Financial Markets
- Financial Operations
- Financial Services
- FundSpire
- Hedge Funds
- Investment Management
- Investments
- Leadership
- Managed Futures
- Management
- Morningstar Office
- Mutual Funds
- Options
- Organization Skills
- Organizational Leadership
- PerTrac
- Portfolio Management
- Problem Solving
- Program Management
- Project Management
- RIA
- Risk Management
- Scrum
- Series 66
- Skilled Multi-tasker
- Stocks
- Strategy
- Team Leadership
- Trading
- Trading Systems
- Wealth Management
- eSignal
- mentor
- Bonds
- Series 7
- Series 3
- Series 30
- Series 34
- Private Equity
- Microsoft Excel
- Fidelity
- Code of Ethics
- Integration
- Capital Markets
- Customer Service
Brad Haag Summary
- Brad Haag, based in Austin, TX, US, is currently a Director, Adhesion Investment Platform Management at AssetMark. Brad Haag brings experience from previous roles at SMArtX Advisory Solutions, Independent Consultant and Envestnet, Inc. Brad Haag holds a Bachelor of Arts - BA in Economics @ The University of Texas at Austin. With a robust skill set that includes Account Reconciliation, Agile Project Management, Alternative Investments, Anti Money Laundering, Asset Allocation and more. Brad Haag has 2 emails and 1 mobile phone numbers on RocketReach.
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