Tyler Finlinson, CIMA®
Managing Partner, Retirement Plan Services
Tyler is actively involved in the development and implementation of comprehensive investment solutions for both institutional and individual clients. Prior to joining Soltis, he spent 5 years working 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 with financial advisors who provide wealth management services to high net worth and institutional relationships. 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.