by Kelli Holmstead | Apr 24, 2023
Mitch Anderson, CFA Portfolio Manager As a Portfolio Manager in Soltis’ Investment Division, Mitch uses his quantitative skills to measure and map market environments to make prudent investment decisions for our clients. Mitch spent most of his career in Chicago, IL,...
by Kelli Holmstead | Jan 21, 2022
Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January of 2022 as a Retirement Advisor. He partners with executives and investment committee members to build, monitor, grow and update employer retirement and savings plans. He loves educating...
by Kelli Holmstead | Jul 6, 2022
Becky Bingham Client Relationship Manager Becky joined Soltis in June 2022 as a Client Relationship Manager. She attended Salt Lake Community College where she studied Business. Prior to joining Soltis, she worked as a Trust Administrator in the Personal Trust &...
by soltisadmin | Mar 31, 2019
Ammon Christensen Director of Alternative Investment Research Ammon worked as an intern at Soltis Investment Advisors from August 2016 to July 2017. He returned to Soltis as an Investment Associate in July of 2018. Ammon is currently the Director of Alternative...
by Kelli Holmstead | Dec 2, 2019
Ryan Ennis Senior Advisor Ryan joined the Soltis team in November 2019. He has been in the financial services industry since 2011, and has held positions in retail banking, IRA and 401(k) operations, and financial advising. He currently works with 401(k) sponsors and...
