Shawn S. Woods, CFA®

Shawn S. Woods, CFA®

Director of Investment Research

Shawn provides portfolio management solutions to individual and institutional clients. In his role as Director of Investment Research, he is responsible for the screening, due diligence, and monitoring of public investments at the firm. He also supervises the activities of the firm’s Asset Class Specialists. He is a member of the firm’s Investment Committee, Asset Allocation Committee, and Compliance Committee. Shawn has over 10 years of investment experience and joined Soltis in January of 2013.

 Shawn holds a Master’s of Business Administration with an emphasis in Finance from the University of Colorado Boulder. His graduate studies included investment management and corporate and entrepreneurial finance. Shawn earned his Bachelor’s Degree from Weber State University where he played QB for the Wildcats. Shawn is a Chartered Financial Analyst®

 Shawn enjoys spending time with his wife AnnaMarie and their six children. He also enjoys seeing the world and experiencing other cultures, road biking, fly-fishing, coaching his children’s teams, and playing most any sport.