Roth becomes Chief Investment Officer for UX Wealth
02 April 2025 US
Image: UX Wealth
Brad Roth has been named as UX Wealth Partners’ newest chief investment officer.
He will take on this position alongside his current role as co-founder and chief investment officer of THOR Financial Technologies, where he has actively worked in developing the firm’s investment strategies.
As chief investment officer, Roth will be expected to improve platform integration and assist in the creation of new models at the company, as well as manage investment content and education.
Prior to co-founding THOR Financial Technologies, Roth was a managing partner at Sardonyx Capital, where he managed a quantitative securities fund.
On his appointment, Roth says: “I'm honored to join UX Wealth and contribute to the firm's mission of redefining investment management through AI and machine learning. The opportunity to develop and strengthen advisor models while continuing my work at THOR is rewarding.”
Kyle Wiggs, president and CEO of UX Wealth, adds: “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.”
He will take on this position alongside his current role as co-founder and chief investment officer of THOR Financial Technologies, where he has actively worked in developing the firm’s investment strategies.
As chief investment officer, Roth will be expected to improve platform integration and assist in the creation of new models at the company, as well as manage investment content and education.
Prior to co-founding THOR Financial Technologies, Roth was a managing partner at Sardonyx Capital, where he managed a quantitative securities fund.
On his appointment, Roth says: “I'm honored to join UX Wealth and contribute to the firm's mission of redefining investment management through AI and machine learning. The opportunity to develop and strengthen advisor models while continuing my work at THOR is rewarding.”
Kyle Wiggs, president and CEO of UX Wealth, adds: “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.”
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