UX Wealth Partners (UX Wealth), a leading turnkey asset management platform specializing in AI and machine learning investment technologies, announced the appointment of Brad Roth to the role of Chief Investment Officer. Roth will be responsible for improving platform integrations and enhancements and assisting in the creation of new models, advisor outreach, manager due diligence, and investment content and education.
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Brad Roth, CIO of UX Wealth
Alongside his appointment, Roth will continue in his current role as Co-Founder and CIO of THOR Financial Technologies, where he has played a pivotal part in developing its investment strategies and solutions.
“We are thrilled to welcome Brad to UX Wealth and look forward to his contributions as our CIO,” said Kyle Wiggs, President and CEO of UX Wealth. “Brad brings a unique skillset to UX Wealth. His extensive experience as an advisor, his expertise in launching technology-driven ETFs, and his understanding of how human and technology-driven models can complement each other are invaluable. Our advisors stand to benefit significantly from his insights. The goal in bringing Brad on as our Chief Investment Officer is to elevate our market commentary and enhance both advisor and client education. Brad will play a crucial role in helping advisors build transformational model marketplaces to serve their clients effectively. Additionally, his leadership will ensure that we remain at the forefront of the industry, offering cutting-edge investment solutions driven by the latest advancement in artificial intelligence and machine learning.”
“I'm honored to join UX Wealth and contribute to the firm's mission of redefining investment management through AI and machine learning,” said Roth. “The opportunity to develop and strengthen advisor models while continuing my work at THOR is rewarding, and I look forward to leveraging my experience to deliver impactful solutions for advisors and investors.”
Prior to co-founding THOR Financial Technologies, he was a managing partner at Sardonyx Capital, overseeing a quantitative securities fund. His expertise covers a broad range of financial instruments and markets, giving him a unique perspective on investment strategy and risk management. Roth earned his Certified Financial Planner designation from New York University and received his Bachelor’s degree in Business Administration from Duquesne University.
About UX Wealth Partners:
UX Wealth Partners is a technology-driven investment platform that provides AI-enhanced investment models, robust advisor technology, and dedicated support services to registered investment advisors. Headquartered in Centennial, Colorado, UX Wealth Partners empowers financial advisors and RIAs with data-driven solutions designed to enhance portfolio management and client outcomes. The firm manages approximately $1.5 billion in assets across 47 accounts and continues to expand its offerings to meet the evolving needs of the advisory community. For more information, visit www.uxwp.com.
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Contacts
For media inquiries, please contact thor@gregoryfca.com.
