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
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