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 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 soltisadmin | Mar 31, 2019
Ammon Christensen Director of Alternative Investment Research Ammon began his tenure at Soltis Investment Advisors as an intern from August 2016 to July 2017. He rejoined Soltis as an Investment Associate in July 2018 and currently serves as the Director of...
by Kelli Holmstead | Jul 31, 2024
Leah Cogguillo Analyst Leah joined Soltis in 2024 as a Wealth Management Analyst in the Salt Lake City office. Originally from Milford, Connecticut, Leah recently graduated from Yale University with a degree in Economics. While Leah has a strong connection to the East...
