Managing Partner, Chief Financial Officer, Chief Compliance Officer
Tyler’s responsibilities, since 2013, include those of Chief Financial Officer and Chief Compliance Officer. He continues to work as an Executive and Lead Advisor working with both individual and institutional clients. Tyler is also a member of the Investment Committee and is key in providing retirement income planning, tax efficiency analysis and estate planning consideration for clients.
He joined Soltis a few months after inception as an Investment Analyst, then later served as Operations Manager, where he was responsible for all trading and portfolio reconciliation and reporting. Tyler became an Advisor in 1998 and began working with clients on developing and implementing Soltis’ proprietary strategies. In 2003, Tyler became a partner of the firm and later was named VP of Wealth Management Services.
Tyler received his Bachelor of Science degree in Business and Finance from Southern Utah University, where he graduated Summa Cum Laude and was the recipient of the Outstanding Business Student Award for his best in class GPA.