Brent Moore, CIMA®

Brent Moore, CIMA®

Managing Partner, Director of Business Development

As a Senior Advisor with Soltis Investment Advisors, Brent is actively involved in providing wealth advisory services to both individual and institutional clients. Prior to joining Soltis in 2013, Brent was a Senior Vice President and Senior Portfolio Manager at Key Bank. For 12 years, Brent worked in the investment department at Key Bank providing investment services to high net worth clients.

Brent earned both his Bachelor of Science in Finance and Masters in Business Administration from the University of Utah. Brent also completed the CIMA (Certified Investment Management Analyst) designation through the University of Pennsylvania’s Wharton School of Business and is a member of the Investment Management Consultants Association.