Profile
Brad Haag
EVP, Head of Distribution and Asset Manager Solutions
Brad Haag is the Head of Distribution and Asset Manager Solutions at SMArtX Advisory Solutions, leading platform expansion and asset manager engagement. With over 20 years of experience in investment strategy, financial technology, and managed accounts, he specializes in business development and product innovation.
Since joining SMArtX in 2020, Brad has played a key role in launching the firm’s manager-sponsored platform, projected to surpass $10 billion in assets, and introducing Manager and Advisor Analytics as a subscription service. He also led the integration of interval funds into model portfolios, contributing to $2 billion in platform assets.
Previously, Brad was Director of Asset Manager Relationship Management at Envestnet, overseeing partnerships with 600 money managers and integrating investment products into RBC’s UMA and SMA programs. He also held leadership roles at Placemark Investments and founded The Haag Investment Group, providing portfolio management services to high-net-worth clients.
Brad holds a B.A. in Economics from The University of Texas at Austin and is an active industry speaker, contributing to events with BlackRock and the Money Management Institute. Based in Austin, Texas, he continues to drive SMArtX’s growth and innovation in the asset management space.