Dr. Stewart founded Wasatch Advisors in 1975. He serves as Chairman of the Board of Wasatch Advisors. He has been the Lead Portfolio Manager for the Wasatch Strategic Income Fund since its inception in 2006, and for the Wasatch World Innovators Fund since 2008.
Prior to founding Wasatch Advisors, Dr. Stewart was chief financial analyst with the U.S. Securities and Exchange Commission in the Division of Investment Management Regulation. He was also a professor of Finance at Columbia University’s Graduate School of Business and at the University of Utah.
Dr. Stewart received a Master of Business Administration in 1969 and a Doctorate in Finance in 1970 from Stanford University, where he held the Alfred P. Sloan, Jr. Fellowship. Earlier, he attended Northwestern University as an Austin Scholar and graduated with a Bachelor of Science in Business Administration in 1966. He is also a CFA charterholder.
Dr. Stewart is a member and past president of the Salt Lake City Society of Financial Analysts. He has served as a corporate forecasting project director for the Financial Analysts Federation and has written scores of papers for professional and academic journals.
Sam is a Utah native who loves to travel the globe or to get dirty working on his family ranch in central Utah. He stays fit by running and playing basketball, and he is an avid Utah Jazz basketball fan.
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