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Bill Wallace Cfa
Bill Wallace Cfa
Chair Public Investments at Soltis Investment Advisors | Soltis Investment Advisors
Salt Lake City, Utah, United States
Bill Wallace Cfa
Summary
Bill Wallace is a seasoned investment professional with over 30 years of experience in the financial sector, specializing in alternative investments and asset management. He currently serves as the Chair of Public Investments at Soltis Investment Advisors, where he leverages his expertise in portfolio management and financial analysis. Bill's career trajectory includes key leadership roles, such as Chief Investment Officer and Managing Director, demonstrating his strong capabilities in strategic development and investment advisory. He holds both a Bachelor's and Master's degree in Economics from the University of Utah, which has laid a solid foundation for his analytical skills. Known for his deep understanding of capital markets and investment strategies, Bill is committed to driving innovative solutions in wealth management. His long tenure in the industry reflects a dedication to fostering client relationships and enhancing investment performance. Outside of work, Bill is likely to be engaged in community initiatives, reflecting his commitment to social responsibility in finance.
Bill Wallace Cfa
Work Experience
Chair Public Investments at Soltis Investment Advisors at
Soltis Investment Advisors
January 2022 - Present
Managing Director Public Investments at
Soltis Investment Advisors
January 2022 - Present
Chief Investment Officer at
Soltis Investment Advisors
June 2017 - February 2022
Director of Investment Reseach & Strategic Development at
Soltis Investment Advisors
February 2014 - June 2017
SVP & Region Manager of Portfolio Management at
Kecorp
August 1993 - April 2013
Vice President and Investment Dept Manager at
Key Bank Of Utah
September 1983 - August 1993
Bill Wallace Cfa
Education
unversity of Utah, Master Of Science
January 1985 - January 1987
The University of Utah, Bachelor Of Science
January 1979 - January 1983
Frequently Asked Questions about Bill Wallace Cfa
What is Bill Wallace Cfa email address?
Bill Wallace Cfa's primary email address is *****************@key.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Bill Wallace Cfa work for?
Bill Wallace Cfa is a Chair Public Investments at Soltis Investment Advisors at Soltis Investment Advisors, a company specializing in Functions related to depository banking.
Where Bill Wallace Cfa graduated from?
Bill Wallace Cfa holds a degree in Economics from unversity of Utah.
How can I directly contact Bill Wallace Cfa?
To contact Bill Wallace Cfa directly, you can use the email address *****************@key.com. Complete contact information is available upon registration with Muraena.
Who is Bill Wallace Cfa?
Bill Wallace is a seasoned investment professional with over 30 years of experience in the financial sector, specializing in alternative investments and asset management. He currently serves as the Chair of Public Investments at Soltis Investment Advisors, where he leverages his expertise in portfolio management and financial analysis. Bill's career trajectory includes key leadership roles, such as Chief Investment Officer and Managing Director, demonstrating his strong capabilities in strategic development and investment advisory. He holds both a Bachelor's and Master's degree in Economics from the University of Utah, which has laid a solid foundation for his analytical skills. Known for his deep understanding of capital markets and investment strategies, Bill is committed to driving innovative solutions in wealth management. His long tenure in the industry reflects a dedication to fostering client relationships and enhancing investment performance. Outside of work, Bill is likely to be engaged in community initiatives, reflecting his commitment to social responsibility in finance.
Bill`s contact details
*****************@key.com
********@soltisadvisors.com
Colleagues
Chairman of the Board, Chair Private Alternative Investment Committee
Managing Partner
Partner, VP Wealth Management
Board Member
Chief Financial Officer, CCO