Brad Haag

Brad Haag has over 20 years of experience in the financial services industry. Brad began their career in 2000 as an Account Executive and Account Analyst at Capital Cities Asset Management, where they were the head trader managing $20-30M in daily trades for an RIA serving high net worth accounts. Brad was also a licensed Series 7 broker supporting the development of the firm's proprietary mutual fund. In 2001, Brad joined Kenjol Capital Management, LLC as an Account Executive and Trader, where they managed all trading operations for an 8-figure portfolio of high net worth individual and corporate accounts. Brad traded all accounts and actively drove new client development, growing the firm's assets under management by 33% and successfully onboarding the firm's largest client. In 2014, Brad became the Head of Manager Solutions and Integration at Placemark Investments. In 2015, they joined Envestnet, Inc. as the Director of Asset Manager Relationship Management. Brad then worked as an Independent Consultant from 2019-2020 before becoming the Head of Manager Solutions at SMArtX Advisory Solutions in 2020.

Brad Haag holds a Bachelor of Arts in Economics from The University of Texas at Austin. Additionally, they have obtained certifications from various institutions, including the University of Maryland, Salesforce, Tableau Software, Envestnet | Yodlee, and FINRA (Financial Industry Regulatory Authority).