Brent Moore, CIMA®

Brent Moore, CIMA®

Managing Partner, Director of Business Development

As a Senior Advisor at Soltis Investment Advisors, Brent plays an active role in delivering wealth advisory services to both individual and institutional clients. With a tenure starting in 2013, Brent brings extensive experience to his role. Prior to joining Soltis, he served as Senior Vice President and Senior Portfolio Manager at Key Bank, where he spent 12 years in the investment department, catering to high net worth clients.

Brent holds a Bachelor of Science in Finance and a Masters in Business Administration, both from the University of Utah. Additionally, he 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.