Bill Wallace, CFA®

Bill Wallace, CFA®

Chief Investment Officer

Bill is actively involved in 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 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.

Bill earned both a Bachelor of Science in Economics and Master of Economics from the University of Utah. Bill also completed his CFA (Chartered Financial Analyst) designation in 1996 through the CFA Institute. In addition to being a CFA charterholder, Bill is past Chairman of the Utah Retirement System Board and continues to serve as a board member.