Bill Wallace Email & Phone Number
Managing Director Public Investments @ Soltis Investment Advisors
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Bill Wallace Location
- Salt Lake City, UT, US
Bill Wallace Work
- 2022 -now Managing Director Public Investments @
- 2022 -now Chair Public Investments at Soltis Investment Advisors @
- 2017 -2022 Chief Investment Officer @
- 2014 -2017 Director of Investment Reseach and Strategic Development @
- 1993 -2013 SVP and Region Manager of Portfolio Management @ KeCorp
- 1983 -1993 Vice President and Investment Dept Manager @ Key Bank of Utah
Bill Wallace Education
- Unversity of Utah
Master of Science (Economics)
1985-1987 - University of Utah
Bachelor of Science (Economics)
1979-1983
Bill Wallace Skills
- Asset Allocation
- Portfolio Management
- Investments
- Financial Analysis
- Alternative Investments
- Asset Management
- Investment Management
- Investment Strategies
- Equity Research
- Capital Markets
- Hedge Funds
- Financial Modeling
- Mutual Funds
- Asset Managment
- Wealth Management
- Equities
- Fixed Income
- Investment Advisory
- Bloomberg Terminal
- Wealth Management Services
- Private Equity
- Disposition
- Development
- Keys
Bill Wallace Summary
- Bill Wallace, based in Salt Lake City, UT, US, is currently a Managing Director Public Investments at Soltis Investment Advisors. Bill Wallace brings experience from previous roles at Soltis Investment Advisors and KeCorp. Bill Wallace holds a 1985 - 1987 Master of Science in Economics @ Unversity of Utah. With a robust skill set that includes Asset Allocation, Portfolio Management, Investments, Financial Analysis, Alternative Investments and more. Bill Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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