by Kelli Holmstead | Apr 24, 2023
Mitch Anderson, CFA Portfolio Manager As a Portfolio Manager within Soltis’ Investment Division, Mitch leverages his quantitative skills to assess and navigate market landscapes, making informed investment decisions for our clients. With a career primarily based...
by Justin Egbert | Dec 19, 2024
Casey Barrus Chief Financial Officer Coming...
by Kelli Holmstead | Jan 21, 2022
Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans. He is...
by Kelli Holmstead | Jul 6, 2022
Becky Bingham Client Relationship Manager Becky joined Soltis in June 2022 as a Client Relationship Manager. She studied Business at Salt Lake Community College. Prior to joining Soltis, Becky worked as a Trust Administrator in the Personal Trust & Investment...
by Justin Egbert | Mar 13, 2025
Jake Buttefield Wealth Management Analyst Jake is a member of the Soltis Wealth Management analyst team, where he assists advisors in streamlining their workflow and enhancing the overall client experience. Originally from St. George, Utah, Jake and his wife,...
