Shawn Sarkis Woods

Director of Research - Equity at

Soltis Investment Advisors LLC

Consumer Services

Finance

Profile

Mr. Shawn S.
Woods, CFA MBA, is a Director of Public Investment Research at Soltis Investment Advisors LLC.
He oversees the firm’s screening, due diligence, and monitoring of public investments.
He has developed proprietary tools to enhance the firm’s investment management process.
He also serves as a portfolio manager for several investment portfolios, including the Soltis Equity Income Stock portfolio, Soltis Hedged Equity portfolio, and SIA Risk-based Institutional CIT models.
He is a key member of the firm’s Investment Committee, Asset Allocation Committee, and Compliance Committee.
With over 11 years of investment experience, he has been a valuable part of Soltis since January 2013.
He holds a Master of Business Administration with an emphasis in Finance from the University of Colorado Boulder, where his studies focused on investment management, corporate finance, and entrepreneurial finance.
He earned his bachelor’s degree from Weber State University, where he also played quarterback for the Wildcats.

Shawn Sarkis Woods active positions

Companies	Position	Start
Soltis Investment Advisors LLC Soltis Investment Advisors LLC Investment ManagersFinance Soltis uses a manager or investment selection due-diligence process that includes both a qualitative and quantitative evaluation. The firm recommends securities or a combination of securities whose performance and investment characteristics are most consistent with the client’s stated investment objectives and risk profile as determined in the client’s Investment Policy Statement.	Director of Research - Equity	2018-12-31

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Private companies	3
Soltis Investment Advisors LLC Soltis Investment Advisors LLC Investment ManagersFinance Soltis uses a manager or investment selection due-diligence process that includes both a qualitative and quantitative evaluation. The firm recommends securities or a combination of securities whose performance and investment characteristics are most consistent with the client’s stated investment objectives and risk profile as determined in the client’s Investment Policy Statement.	Finance
Weber State University Weber State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Colorado Boulder University of Colorado Boulder Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services