Meet our team
It takes a dedicated, knowledgeable, and experienced leadership team to ensure that our investors and stakeholders are in capable hands.
The Simplicity Solutions team is a powerhouse ensemble with a powerful set of complementary skills and an excellent balance of experience, expertise and leadership.
Erin McCann
President
Meet Erin
- 25 years of industry experience
- President, Simplicity Wealth
-
Director of InvestmentSL Investment Partners
- Vice President, Goldman Sachs
- M.B.A., Investment Management, University of North Carolina
- B.A. Government and Economics, Hamilton College
Thomas J. Rozman, CFA
Partner and Chief Investment Officer
Meet Thomas
- 30 years of industry experience
- CIO – Simplicity 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
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
- B.A. Economics, Virginia Polytechnic Institute & State University
Rosie Riley
Director, Client Services