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Bill Wallace Cfa

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Bill Wallace Cfa

Chair Public Investments at Soltis Investment Advisors | Soltis Investment Advisors

Salt Lake City, Utah, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Bill Wallace Cfa

Work Experience

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Chair Public Investments at Soltis Investment Advisors at

Soltis Investment Advisors

January 2022 - Present

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Managing Director Public Investments at

Soltis Investment Advisors

January 2022 - Present

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Chief Investment Officer at

Soltis Investment Advisors

June 2017 - February 2022

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Director of Investment Reseach & Strategic Development at

Soltis Investment Advisors

February 2014 - June 2017

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SVP & Region Manager of Portfolio Management at

Kecorp

August 1993 - April 2013

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Vice President and Investment Dept Manager at

Key Bank Of Utah

September 1983 - August 1993

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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

mail

*****************@key.com

********@soltisadvisors.com

Colleagues

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Hal Anderson

Chairman of the Board, Chair Private Alternative Investment Committee

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Aif Kim Anderson

Managing Partner

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Clark Taylor

Partner, VP Wealth Management

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Lon Henderson

Board Member

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Tyler Wilkinson

Chief Financial Officer, CCO

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