Bill Wallace

Director of Research - Equity at Soltis Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. William W.
Wallace, CFA, is a Managing Director at Soltis Investment Advisors LLC.
Mr. Wallace is actively involved in developing and implementing investment strategies on behalf of Soltis’ individual and institutional clients.
Prior to joining Soltis in February 2014, he was Senior Vice President and Regional Portfolio Manager at Key Private Bank.
His investment career spans 36 years where he managed investment portfolios for private clients, corporations, foundations and endowments.
He has an extensive background in asset allocation decisions and is an expert in the various asset classes investors commonly use to meet their investment goals.
He earned both a Bachelor of Science in Economics and Master of Economics from the University of Utah.
He also completed his CFA (Chartered Financial Analyst) designation in 1996 through the CFA Institute.

Bill Wallace active positions

Companies	Position	Start
Soltis Investment Advisors LLC Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans.	Director of Research - Equity	2014-01-31

All active positions of Bill Wallace

Former positions of Bill Wallace

Companies	Position	End
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.	Corporate Officer/Principal	2013-12-30

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Training of Bill Wallace

University of Utah

Graduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

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Executives

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Linked companies

Private companies	2
KeyBank, NA (Investment Management) KeyBank, NA (Investment Management) Investment ManagersFinance Keybank, NA (Investment Management), also known as Key Private Bank, is the asset management division of Keybank, NA, a regional bank headquartered in Cleveland, Ohio. The firm was founded in 1849 and is a subsidiary of KeyCorp (NYSE: KEY). Key Private Bank provides investment advisory services to individuals and institutional investors.	Finance
Soltis Investment Advisors LLC Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans.	Finance