Our Team

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Thomas Rozman, CFA®, CAIA®

Chief Investment Officer

Mr. Rozman 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. Mr. Rozman earned an M.B.A. from the University of Chicago Booth School of Business and a B.A from St. Olaf College.

Paul Tinnirello

Director of Operations

Mr. Tinnirello is responsible for overseeing Operations for Simplicity Wealth. He has more than 25 years of experience in the financial services industry, and was most recently Chief Operating Officer at Bleakley Financial Group. He began his career as a Financial Advisor at Merrill Lynch before transitioning into leadership, management, and compliance roles at wirehouses and RIAs. Mr. Tinnirello holds dual Masters degrees from Fordham University, with concentrations in Management and Finance.

Michael Mortellaro

Head of Planning

Mr. Mortellaro is responsible for leading the Planning team for Simplicity Wealth. Prior to Simplicity, Mr. Mortellaro led the Practice & Planning teams at Global Financial Private Capital. In his 25 years of experience in the financial services industry, he also held executive leadership positions at Charles Schwab, Fidelity Investments, and New York Life. Mr. Mortellaro is Series 7, 9, 10, 63 and 65 securities licensed, and is a Life and Health insurance licensed agent. Mr. Mortellaro earned a B.B.A. from American Intercontinental University.

Scott Raider

Chief Compliance Officer

Mr. Raider serves as Chief Compliance Officer for Simplicity Wealth. Prior to joining Simplicity, Mr. Raider served as Chief Compliance Officer for a rapidly expanding independent financial advisory firm and as a Designated Principal and Compliance Supervision Analyst at the largest independent broker-dealer in the nation. With over a decade of experience in compliance supervision and regional management, Mr. Raider directs the development and optimization of compliance policies, procedures, and systems across the Wealth channel. Mr. Raider earned a B.S. in Political Science from the University of California, Santa Barbara.

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Team Members

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How We Work

Leading The Best Invest manager Team

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Call Us

(813) 902-4844

Email Us

info@legacypwmco.com

Our Location

Jalan Sunset Road No. 20

Work Hours

9:00 AM - 5:00 PM

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