Meet our Executive team

 

It takes a dedicated, knowledgeable, and experienced leadership team to ensure that our investors and stakeholders are in capable hands.

The Sawtooth executive team is a powerhouse ensemble with a powerful set of complementary skills and an excellent balance of experience, expertise and leadership.

Brad Pries

Brad Pries

CEO

 

Meet Brad

  • 27 years of industry experience
  • CEO – Sawtooth Solutions, LLC
  • President – Redhawk Wealth Advisors
  • President – Integrated Portfolio Management
  • President – MAI Advisors
  • OSJ – Royal Alliance
  • Sr. VP – Mount Yale Capital Group
  • MBA – University of Minnesota
  • BSB – University of Minnesota
  • Licenses Previously Held: Series 7, 24, 27, 63, 65
Thomas J. Rozman, CFA

Thomas J. Rozman, CFA

President & CIO

 

Meet Thomas

  • 30 years of industry experience
  • CIO – Sawtooth Solutions, LLC
  • Founder and CEO – Investigo Corporation
  • Vice President, Institutional Sales & Trading – Merrill Lynch Capital Markets
  • MBA, Finance & Accounting, The University of Chicago Booth School of Business
  • BA, Economics, St. Olaf College
  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst®
  • Member of the CFA Institute and the CFA Society of Minnesota
  • Member of the CAIA Association
  • FINRA Series 7, 24, 65
Jeffrey Schuh

Jeffrey Schuh

CFO/CCO

Meet Jeffery

  • 35 years of industry experience
  • CFO/CCO – Sawtooth Solutions, LLC
  • Contract CFO/CCO – Oyster Consulting
  • CFO/COO – Fintegra, LLC
  • CCO – Wells Fargo Brokerage Services, LLC and Wells Fargo Inst. Securities, LLC
  • Managing Director & Sr. Finance Officer – Investment Banking/Capital Markets, Residential Finance Group
  • CFO/CCO – GMAC Residential Funding Securities, LLC
  • BA – University of Northern Iowa
  • FINRA Series 7, 9, 10, 24, 27, 53, 55, 63, 79 and 99 license previously held
  • CPA (inactive)
Rich Conley

Rich Conley

EVP, Head of Sales

 

Meet Rich

  • National Sales Executive – FIS
  • National Sales – Sungard
  • Managing Partner – Stingray Consulting, LLC
  • Executive Vice President – Adhesion Wealth Advisor Solutions
  • B.A. Economics, Virginia Polytechnic Institute & State University
Jeff Mikkelson

Jeff Mikkelson

CTO/CISO

 

Meet Jeff

  • 30 years of industry experience
  • CTO/CISO – Sawtooth Solutions, LLC
  • Enterprise Architect – Be The Match
  • Portfolio Project Architect – Ameriprise Financial
  • Enterprise Architect – Mayo Clinic
  • Portfolio Architect – RBC Dain Rauscher

Certifications:

    • Certified Information Systems Security Professional (CISSP)

 

  • Certified Ethical Hacker (CEH)
  • The Open Group Architecture Framework (TOGAF)
  • Project Management Professional (PMP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Microsoft Certified Solutions Developer (MCSD)

 

How Are You and Your Team Spending Your Time?

What part of your job is taking up the most time? How much time are you dedicating to growing your firm? How about client relationships? Find the answers now!
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