Tyler Finlinson, CIMA®
Managing Partner, Retirement Plan Services
In Tyler’s role at Soltis, he helps lead the firm’s effort in providing fiduciary, investment, plan consulting and participant services for our Institutional & Retirement Plan clients. He has two decades of experience in working in this industry and is passionate about working with plan fiduciaries and participants. Tyler is also active in advocating for clients through various boards and national committees. He currently serves on national advisory boards for Charles Schwab and Prudential. He is also a current member of the Government Affairs Committee for NAPA. Prior to joining Soltis, he spent 6 years with the Russell Investment Group, one of the largest institutional investment consulting institutions in the world. He also spent 2 years with Strong Capital Management, developing investment portfolio strategies and solutions for retirement plans. Tyler joined Soltis recognizing the unique opportunity to leverage his experience in an environment that is independent and non-conflicted.
Tyler received his B.S. degree in Finance from Southern Utah University and an MBA from Pacific Lutheran University’s Management School in Washington state. Tyler 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.