ALTA Capital Management LLC

Casey Nelsen is a CFA® charterholder with 11 years of industry experience, currently serving as a portfolio manager at Alta Capital Management LLC in Salt Lake City, UT. He has been with Alta Capital since 2007 and also provides investment advisory services to Sterling Capital Management LLC as a shared employee. Outside of his advisory work, Casey owns Tellucap Partners, a business that manages a small storage rental property in Salt Lake City. Alta Capital Management offers discretionary portfolio management and model-portfolio services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a quality-growth investment approach using a bottoms-up fundamental process supported by proprietary valuation tools and serves as a sub-adviser to multiple registered funds.

Andrew Schaffernoth is a financial advisor at ALTA Capital Management LLC with 23 years of industry experience. He has been with ALTA Capital Management since 2006. Schaffernoth holds the Series 63 and Series 66 designations. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth individuals, investment companies, public funds, and unregistered pooled investment vehicles. The firm employs a quality-growth investment discipline across various strategies using a bottoms-up fundamental process supported by proprietary valuation tools and an Investment Committee.

James Francis is a financial advisor at ALTA Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Montag & Caldwell from 2001 to 2024 before joining ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth individuals, investment companies, and public funds. The firm employs a quality-growth investment discipline across various strategies and integrates fund and sub-advisory services with affiliated asset-management entities.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. for 13 years before joining ALTA Capital Management in 2022. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth individuals, investment companies, and public funds. The firm employs a quality-growth investment approach across multiple strategies and serves as a sub-adviser to registered funds while offering specialized products such as Emerging Markets and covered-call strategies.

Michael Tempest is a financial advisor at Alta Capital Management LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has served as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, since 2010. Alta Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth individuals, investment companies, and public funds. The firm employs a quality-growth investment discipline supported by proprietary valuation tools and serves as a sub-adviser to multiple registered funds.

Charles Radtke is a CFA® charterholder and portfolio manager at ALTA Capital Management LLC with two years of industry experience. He has held prior roles at Sterling Capital Management LLC, CXR Corporation, Barrow, Hanley, Mewhinney & Strauss, LLC, and Mercator Asset Management LP. In addition to his work at ALTA, he provides investment advisory and portfolio management services to Sterling Capital clients as a shared employee. ALTA Capital Management offers discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth individuals, public funds, and investment companies. The firm employs a quality-growth investment discipline across multiple strategies and integrates sub-advisory support and fund management within a broader global asset-management group.

Curtis Lingren is a financial advisor at ALTA Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has been with ALTA Capital Management since 2015. Outside of his advisory role, he is the sole owner of Teton Research Group, LLC, a company that assists individuals in recovering unclaimed property from government agencies. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including high-net-worth investors and public funds. The firm employs a quality-growth investment approach across multiple equity strategies, supported by proprietary valuation tools and an Investment Committee.

Nirvon Mahdavi is a CFA® charterholder at ALTA Capital Management LLC in Salt Lake City, UT, with six years of industry experience. He has been with Alta Capital Management since 2016 and previously worked at the University of Utah. Alta Capital Management provides discretionary portfolio management and model-portfolio services to a range of retail and institutional clients. The firm follows a quality-growth investment approach, employing a bottoms-up fundamental process supported by proprietary valuation tools and serving both individual and pooled investment vehicles.

Daniel Lasky is a financial advisor at ALTA Capital Management LLC with a Series 65 credential and three years of industry experience. Prior to joining ALTA Capital Management in 2022, he held positions at DriveTime Automotive Group, Micron Technology, U.S. Bank, and Boise State University. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, including individuals, high-net-worth investors, investment companies, and public funds. The firm employs a quality-growth investment discipline across various equity strategies, using a bottoms-up fundamental process supported by proprietary valuation tools and an Investment Committee.

Todd Kearney is a financial advisor at ALTA Capital Management LLC in Salt Lake City, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Alta Capital Management since 2010. Alta Capital Management provides discretionary portfolio management and model-portfolio services to a diverse client base, including retail and institutional investors. The firm follows a quality-growth investment discipline across multiple strategies, employing a bottoms-up fundamental process supported by proprietary valuation tools and an Investment Committee.

Carter Allen is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Alta Capital Management since 2019 and has prior experience at Geneva Capital Management and Isthmus Partners LLC, as well as multiple roles at the University of Wisconsin Madison. Alta Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, employing a quality-growth investment discipline across various equity strategies and maintaining a notable level of fund and sub-advisory integration.

Chris Machesney is a financial advisor at ALTA Capital Management LLC in Salt Lake City, UT, holding CFP®, CFA®, and Series 66 credentials with three years of industry experience. His prior roles include positions at Key Private Bank and Russell Investments. ALTA Capital Management provides discretionary portfolio management and model-portfolio services to retail and institutional clients, employing a quality-growth investment approach across various equity strategies. The firm serves individuals, high-net-worth investors, investment companies, public funds, and pooled investment vehicles, and acts as a sub-adviser to registered funds.