Soltis Investment Advisors Expands Board with New Appointments

Soltis Investment Advisors Welcomes New Board Members

Soltis Investment Advisors, a prominent Registered Investment Adviser (RIA) managing more than $10 billion in client assets, is thrilled to announce the addition of two seasoned professionals, Neal Simon and Clive Cholerton, to its Board of Directors. This exciting development comes at a crucial time as Soltis strives to enhance its leadership strength and adapt to the growing needs of its diverse clientele.

Elevating Leadership with Industry Veterans

Neal Simon brings a rich background in wealth management to the table, boasting over 20 years of experience in strategic leadership roles. He is well-known for founding and leading Highline Wealth Management, a successful RIA based in Maryland, where he successfully scaled the firm’s assets to $1.4 billion before merging it with another company. Neal’s subsequent tenure as CEO of the merged entity saw impressive growth, managing assets worth $6.0 billion as of 2019.

Not only does Neal have a strong vision for Soltis, but he has also served on the boards of several other RIAs, including Savant Capital Management and currently Exencial Wealth Management. His extensive experience will be instrumental in driving Soltis’ ambitious organic growth initiatives, mergers and acquisitions, and partnerships within the RIA sector.

Strategic Impact of Clive Cholerton

Joining Neal is Clive Cholerton, who possesses a unique blend of skills in business development, practice management, and platform innovation. Clive has previously held key positions such as Executive Partner at Quintessence Wealth Partners, a Toronto-based portfolio management firm. In addition to that, he played a pivotal role at FinLife Partners, where his leadership helped the division grow its assets to over $25 billion by 2019.

His wealth of experience will be vital as he focuses on enhancing Soltis’ operational processes, modernizing technological integrations, and improving the overall client experience. Clive’s resume also includes facilitating the integration of FinLife into Goldman Sachs during their acquisition in 2019.

Looking Ahead with Optimism

As both Neal and Clive join the Soltis Board, they bring with them a robust strategic acumen and a commitment to growth. Kim Anderson, CEO of Soltis, expressed enthusiasm regarding their appointment, stating that their vast experience in the RIA market will significantly contribute to shaping the firm’s future endeavors.

Neal expressed his enthusiasm about joining Soltis by praising the talented management team and the firm’s strong backing from private equity, indicating it positions Soltis well for substantial growth in the future.

About Soltis Investment Advisors

Founded in 1993, Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in the heart of the Southwest. With over $10 billion in assets under management, it stands as one of the larger independently owned wealth management firms in the region. Specializing in comprehensive financial planning and investment management services, Soltis extends its expertise to individuals, families, and retirement plan sponsors, mainly focusing on small to medium-sized businesses experiencing success.

As a fee-only firm, Soltis emphasizes a fiduciary role in its services, ensuring that all advice and investment options align with the clients' best interests and financial goals. Recognized by reputed organizations like the Financial Times and Barron’s, Soltis has built a solid reputation over the years for its commitment to ethical financial advising and client satisfaction. Their mission remains clear— to help clients create, build, and manage wealth, thus enabling them to pursue life’s most significant pursuits.

Frequently Asked Questions

What are the new appointments at Soltis Investment Advisors?

Neal Simon and Clive Cholerton have been appointed to the Board of Directors of Soltis Investment Advisors.

What experience does Neal Simon bring to Soltis?

Neal Simon has over 20 years of leadership experience in wealth management, having previously served as Founder and CEO of Highline Wealth Management.

How will Clive Cholerton impact Soltis?

Clive Cholerton will contribute his expertise in business development and operational processes to enhance Soltis' offerings and improve the client experience.

What is the mission of Soltis Investment Advisors?

The mission of Soltis is to create, build, and manage wealth so clients can pursue life’s most important endeavors.

How does Soltis operate as a firm?

As a fee-only RIA, Soltis prioritizes the interests of its clients and provides professional financial advice without receiving commissions or third-party compensation.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

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