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Brad Haag

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Brad Haag

Executive Vice President, Asset Manager Solutions | SMArtX Advisory Solutions

Austin, Texas, United States

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Brad Haag

Summary

Brad Haag is an accomplished Executive Vice President at SMArtX Advisory Solutions, specializing in asset management and financial services. With a strong background in project management and client relations, he has successfully led complex platform integrations and strategic initiatives that significantly enhance operational efficiency. Brad's expertise spans a wide range of financial disciplines, including alternative investments, asset allocation, and compliance. He has a proven track record of driving recruitment and onboarding processes, evidenced by his role in the successful conversion of numerous investment products during major platform migrations. Additionally, he founded The Haag Investment Group, achieving substantial growth in assets under management. His leadership style is characterized by a commitment to mentoring and developing talent within the industry, positioning him as a key player in fostering innovation and strategic growth in financial services.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Brad Haag

Work Experience

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Executive Vice President, Asset Manager Solutions at

SMArtX Advisory Solutions

September 2023 - Present

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Head of Manager Solutions at

SMArtX Advisory Solutions

July 2020 - August 2023

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Independent Consultant at

Independent Consultant

November 2019 - June 2020

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Director, Asset Manager Relationship Management at

Envestnet, Inc

January 2015 - July 2019

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Head of Manager Solutions & Integration at

Placemark Investments

March 2014 - January 2015

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Portfolio Manager / Principal Owner at

The Haag Investment

April 2005 - December 2013

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Account Executive / Trader at

Kenjol Capital Management

January 2001 - January 2005

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Account Executive / Account Analyst at

Capital Cities Asset Management

January 2000 - January 2001

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Brad Haag

Education

The University of Texas at Austin, Bachelor Of Arts - Ba

Frequently Asked Questions about Brad Haag

What is Brad Haag email address?

Brad Haag's primary email address is ****@smartxadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brad Haag work for?

Brad Haag is a Executive Vice President, Asset Manager Solutions at SMArtX Advisory Solutions, a company specializing in Monetary Authorities-Central Bank.

Where Brad Haag graduated from?

Brad Haag holds a degree in Economics from The University of Texas at Austin.

How can I directly contact Brad Haag?

To contact Brad Haag directly, you can use the email address ****@smartxadvisory.com. Complete contact information is available upon registration with Muraena.

Who is Brad Haag?

Brad Haag is an accomplished Executive Vice President at SMArtX Advisory Solutions, specializing in asset management and financial services. With a strong background in project management and client relations, he has successfully led complex platform integrations and strategic initiatives that significantly enhance operational efficiency. Brad's expertise spans a wide range of financial disciplines, including alternative investments, asset allocation, and compliance. He has a proven track record of driving recruitment and onboarding processes, evidenced by his role in the successful conversion of numerous investment products during major platform migrations. Additionally, he founded The Haag Investment Group, achieving substantial growth in assets under management. His leadership style is characterized by a commitment to mentoring and developing talent within the industry, positioning him as a key player in fostering innovation and strategic growth in financial services.

Brad`s contact details

mail

****@smartxadvisory.com

*********@envestnet.com

Colleagues

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Evan Rapoport

Venture Partner

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Courtney Robertiello

Senior Vice President, Enterprise Consulting

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David Pologe

Re-retired Financial Services Sales

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Brett Murray

SVP Enterprise Sales

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Jonathan Pincus

Chief Executive Officer

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Hunter Hager

Vice President, Asset Manager Solutions

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Alex Thompson

Chief Product Officer

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