Bill Wallace
Direktor der Forschung - Eigenkapital bei Soltis Investment Advisors LLC
Profil
Mr. William W.
Wallace, CFA, is a Managing Director at Soltis Investment Advisors LLC.
Mr. Wallace is actively involved in developing and implementing investment strategies on behalf of Soltis’ individual and institutional clients.
Prior to joining Soltis in February 2014, he was Senior Vice President and Regional Portfolio Manager at Key Private Bank.
His investment career spans 36 years where he managed investment portfolios for private clients, corporations, foundations and endowments.
He has an extensive background in asset allocation decisions and is an expert in the various asset classes investors commonly use to meet their investment goals.
He earned both a Bachelor of Science in Economics and Master of Economics from the University of Utah.
He also completed his CFA (Chartered Financial Analyst) designation in 1996 through the CFA Institute.
Aktive Positionen von Bill Wallace
| Unternehmen | Position | Beginn |
|---|---|---|
Soltis Investment Advisors LLC
 Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Direktor der Forschung - Eigenkapital | 01.02.2014 |
Ehemalige bekannte Positionen von Bill Wallace
| Unternehmen | Position | Ende |
|---|---|---|
KeyBank, NA (Investment Management)
 KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors. | Corporate Officer/Principal | 31.12.2013 |
Ausbildung von Bill Wallace
| University of Utah | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Soltis Investment Advisors LLC
Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Finance |
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors. | Finance |
