Shawn Sarkis Woods

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 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

CompaniesPositionStart
Director of Research - Equity 2018-12-31
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Training of Shawn Sarkis Woods

Weber State University Undergraduate Degree
University of Colorado Boulder Masters Business Admin

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Private companies

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Connections

45

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3

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