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Shawn Sarkis Woods
Director of Research - Equity at Soltis Investment Advisors LLC
Profile
Mr. Shawn S.
Woods, CFA MBA, is a Director of Investment Research at Soltis Investment Advisors LLC.
Mr. Woods provides portfolio management solutions to individual and institutional clients.
In his current role, he supervises the activities of the firm’s Asset Class Specialists and conducts research and diligence on firm investments.
He is a member of the firm’s Investment Committee, Asset Allocation Committee, and Compliance Committee.
He joined Soltis in January of 2013.
Mr. Woods earned his Bachelor’s Degree from Weber State University and holds a Master’s of Business Administration with an emphasis in Finance from the University of Colorado Boulder.
Shawn Sarkis Woods active positions
Companies | Position | Start |
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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 | 2018-12-31 |
Training of Shawn Sarkis Woods
Weber State University | Undergraduate Degree |
University of Colorado Boulder | Masters Business Admin |
Experiences
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Private companies | 1 |
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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 |
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