Bill Wallace, CFA
Chief Investment Officer
As Chief Investment Officer, Bill is actively involved in leading, developing and implementing investment strategies on behalf of Soltis’ individual and institutional clients. Prior to joining Soltis in 2014, Bill was Senior Vice President and Regional Portfolio Manager at Key Private Bank. Bill’s investment career spans 38 years where he managed investment portfolios for private clients, corporations, foundations, and endowments. Bill has an extensive background in asset allocation decisions and is expert in the various asset classes investors commonly use to meet their investment goals.
He and his wife, Jennifer, are the parents of three daughters and reside in Salt Lake City.