AC

Ammon Christensen

Director Of Alternative Investment Research at Soltis Investment Advisors

Ammon Christensen, MBA has over five years of work experience in the finance industry. Ammon is currently employed as the Director of Alternative Investment Research at Soltis Investment Advisors. In this role, they perform due diligence on the firm's investments and identifies new investment opportunities through detailed analysis. Ammon leads the management of the firm's structured note portfolio, covered call strategy, growth stock portfolio, digital asset portfolio, and private real estate investments. Additionally, they serve as a market and economic analyst for the firm.

Prior to their current position, Ammon worked as a Senior Investment Associate and Investment Associate at Soltis Investment Advisors, where they gained experience in investment analysis and asset allocation.

Ammon's work experience also includes a role as an Economics Research Assistant at Brigham Young University. In this position, they utilized programming languages and software tools to analyze economic data and conduct research on economic and geographic mobility.

Earlier in their career, Ammon served as a Financial Analyst Intern at Soltis Investment Advisors, where they assisted with financial functions and conducted detailed analysis on various investments. Ammon implemented screening reports that improved operational efficiency and aided in due diligence.

Overall, Ammon Christensen's work experience demonstrates their expertise in investment research and analysis, financial management, and economic research.

Ammon Christensen, MBA, obtained their Bachelor's Degree in Political Science, with a focus on International Strategy and Diplomacy, from Brigham Young University. Ammon pursued their undergraduate studies from 2012 to 2018. Following that, they attended the Woodbury School of Business and obtained a Master's degree in Business Administration and Management, with a specialization in Finance, in 2019.

In terms of additional certifications, Ammon has successfully passed the CFA Exam Level I, offered by the CFA Institute, in February 2021. Furthermore, they are also recognized as having the Series 65 certification, provided by FINRA, although the specific month and year of its acquisition are not stated in the provided information.

Location

Salt Lake City, United States

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Soltis Investment Advisors

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.


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51-200

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