Cole Loveland

Cole Loveland

Analyst/Advisor

Cole joined Soltis Investment Advisors in 2019 as an intern and was hired full time to the role of Operations/Systems Specialist in 2020. As an Operations Specialist he specialized in buying and selling securities on behalf of clients and institutions totaling over 7 billion dollars of AUM.

Currently, Cole serves as an Analyst/Advisor for the Midwest Team by building detailed financial plans, making recommendations and providing portfolio analysis to help clients pursue life’s most important endeavors. Cole is a Dixie State University Graduate with a Bachelors in Finance with an emphasis on Business Analytics.

Cole enjoys spending time with his adorable wife, Alyse, and their new son, Nixon, in their St. George native sun. They enjoy staying active through running, hiking, biking and anything that has to do with a ball and racket. Recently, Cole and his wife completed their first triathlon, half marathon, and ultimate frisbee tournament with plans of many more active adventures to come.