Simplicity Group
Simplicity Wealth is the securities division of the Simplicity Group, a leading financial institution that specializes in providing independent financial professionals with best-in-class insurance, wealth management, and business development solutions.
THE SIMPLICITY GROUP IS COMMITTED TO INNOVATING THE FINANCIAL PLANNING BUSINESS FOR ITS CLIENTS AND IS DEDICATED TO:
By way of organic growth and the acquisition of top distribution and financial technology companies, Simplicity has become one of the largest organizations of its kind, with more than 300+ team members and 26 offices, nationwide. Simplicity seeks to attract the industry’s best in advisors, leadership, talent, and future partners, so that it may continue to advance the way financial professionals succeed in business.
For more information about the Simplicity Group of companies, please click here.
Leadership
BRUCE DONALDSON
Chief Executive Officer
Mr. Donaldson serves as Simplicity Wealth’s Chief Executive Officer. Mr. Donaldson ...
Mr. Donaldson serves as Simplicity Wealth’s Chief Executive Officer. Mr. Donaldson is responsible for defining Simplicity Wealth’s strategic direction as part of the Simplicity Group of Companies. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments. Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business. Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom. Mr. Donaldson earned an M.B.A. from London Business School, a J.D. from the John Marshall Law School and a B.A. from Hobart College. Mr. Donaldson serves as a Director for Simplicity Group Holdings.
ERIN McCANN
President
Mr. McCann serves as Simplicity Wealth’s President. Mr. McCann is responsible ...
Mr. McCann serves as Simplicity Wealth’s President. Mr. McCann is responsible for managing and directing the strategic growth of Simplicity Wealth. Prior to Simplicity, Mr. McCann was the director of investments for a multi-billion-dollar family office, for which he was responsible for building and managing a diversified investment portfolio. Previously, Mr. McCann was a director of finance at a national sports organization and a vice president in the equity research division at an international investment bank. Mr. McCann earned an M.B.A. from the University of North Carolina and a B.A. from Hamilton College.
THOMAS ROZMAN, CFA®, CAIA®
Chief Investment Officer
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth..
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
JASON JENKINS
Chief Marketing Officer
Mr. Jenkins serves as Simplicity Wealth’s Chief Marketing Officer. Mr. Jenkins ...
Mr. Jenkins serves as Simplicity Wealth’s Chief Marketing Officer. Mr. Jenkins is responsible for directing and overseeing the planning, development, and implementation of the Group’s branding strategies, marketing communications, and public relations activities. Mr. Jenkins is also responsible for the continuing development of AssetLock®, the Group’s proprietary portfolio communication system. Prior to founding AssetLock® and joining Simplicity, Mr. Jenkins was an independent investment advisor and maintains his life and health insurance licenses. Mr. Jenkins earned an M.B.A. from Point Loma Nazarene University and a B.A. from Westmont College.
MICHAEL MACCHIAROLA
Chief Sales Officer
Mr. Macchiarola serves as Simplicity Wealth’s Chief Sales Officer. Mr. Macchiarola ...
Mr. Macchiarola serves as Simplicity Wealth’s Chief Sales Officer. Mr. Macchiarola is responsible for independent advisor representative and registered investment advisor affiliations, onboarding, and training with Simplicity Wealth. Mr. Macchiarola has thirty years of Wall Street experience. Prior to Simplicity, Mr. Macchiarola was the director of sales and trading for a global broker-dealer, managing client relationships and equity trading for clients domiciled in Asia trading into the Americas. Mr. Macchiarola is Series 7, 63 and 55 registered. Mr. Macchiarola earned a B.S. in International Business & Trade from Saint Peter’s University.
CHRISTINA PARKER
General Counsel
Ms. Parker serves as Simplicity Wealth‘s General Counsel. Ms. Parker is ...
Ms. Parker serves as Simplicity Wealth‘s General Counsel. Ms. Parker is responsible for managing the organization’s legal matters, including contracting, litigation, compliance, and corporate governance. Prior to Simplicity, Ms. Parker was the general counsel of a U.S. subsidiary of an international reinsurance holding company, for which she was responsible for legal, regulatory, and compliance matters. Previously, Ms. Parker specialized in corporate law as an attorney at an international law firm. Ms. Parker earned a J.D. from The University of Michigan Law School and a B.A. from Duke University.
JARED MARGOLIES
Chief Compliance Officer
Mr. Margolies serves as Chief Compliance Officer. Mr. Margolies is responsible…
Mr. Margolies serves as Chief Compliance Officer. Mr. Margolies is responsible for developing and enhancing the compliance protocol. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.
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