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Shawn Sarkis Woods
Direttore della Ricerca - Azioni presso Soltis Investment Advisors LLC
Profilo
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.
Posizioni attive di Shawn Sarkis Woods
Società | Posizione | Inizio |
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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. | Direttore della Ricerca - Azioni | 01/01/2019 |
Formazione di Shawn Sarkis Woods
Weber State University | Undergraduate Degree |
University of Colorado Boulder | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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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