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T.J. Adams
Portefeuillebeheerder-Aandelen bij Soltis Investment Advisors LLC
Profiel
Mr. Thomas J.
Adams is a Partner & Senior Advisor at Soltis Investment Advisors LLC.
He joined Soltis Investment Advisors in January 2013 as an Investment Analyst to provide support for both the Retirement Plan and Wealth Management divisions.
In February 2017, he became a Senior Advisor and currently works directly with individual and institutional clients providing investment management and comprehensive financial planning services.
Prior to joining the Soltis team, he gained experience through employment with Wells Fargo Bank and SkyWest Airlines.
Mr. Adams graduated with a Bachelor of Science degree in Accounting from Dixie State University.
Actieve functies van T.J. Adams
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-02-2017 |
Eerdere bekende functies van T.J. Adams
Bedrijven | Functie | Einde |
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SkyWest Airlines, Inc.
![]() SkyWest Airlines, Inc. AirlinesTransportation SkyWest Airlines, Inc. provides airline transportation services. It operates airline services in Chicago, O'Hare, Denver, Kansas City, Los Angeles, Milwaukee, Portland, Salt Lake City, and San Francisco. The company was founded in 1972 by Ralph Atkin and is headquartered in St. George, UT. | Corporate Officer/Principal | - |
Opleiding van T.J. Adams
Dixie State University | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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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 |
SkyWest Airlines, Inc.
![]() SkyWest Airlines, Inc. AirlinesTransportation SkyWest Airlines, Inc. provides airline transportation services. It operates airline services in Chicago, O'Hare, Denver, Kansas City, Los Angeles, Milwaukee, Portland, Salt Lake City, and San Francisco. The company was founded in 1972 by Ralph Atkin and is headquartered in St. George, UT. | Transportation |