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
Paul Prentice

Paul Prentice

PRESIDENT

Meet Paul

  • 26 years of industry experience
  • President – Sawtooth Solutions, LLC
  • Managing Director – MKM Partners
  • Managing Director – Pali Capital
  • Managing Director – RBC Capital Markets
  • BS – Dartmouth College
Thomas J. Rozman, CFA

Thomas J. Rozman, CFA

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
Jeffery Schuh

Jeffery 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
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)