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About
Wasatch

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Our People

The confidence investors find in Wasatch Advisors comes not just from what we do, but from who we are. Wasatch Advisors is 100% employee owned—we deeply believe in our practices and back them up with our own time and investments. To protect the interests of both our investors and our organization, our equity is broadly distributed across the firm. In addition, our ownership is structured to perpetuate the organization beyond our first generation of management.

Wasatch Advisors Portfolio Managers

The portfolio managers at Wasatch Advisors play a critical role in our investment philosophy and process. In addition to the individual strengths brought to each fund, our portfolio managers average 16 or more years experience in the industry.

Ajay Krishnan
Ajay Krishnan, CFA
Wasatch Tenure:19 years
• Lead Portfolio Manager, Wasatch Emerging Markets Select Portfolio
• Lead Portfolio Manager, Wasatch Global Small Cap Portfolio
• Lead Portfolio Manager, Wasatch Emerging India Portfolio
• Fomer Portfolio Manager, Wasatch Small Cap Ultra Growth Portfolio
• Former Portfolio Manager, Wasatch World Innovators Portfolio
Industry Experience:19 years
Education:Utah State University, M.B.A.

Bombay University, B.S. in Physics and Minor in Mathematics

Mr. Krishnan is the Lead Portfolio Manager for Wasatch Emerging Markets Select and Emerging India portfolios.  He is also a Portfolio Manager for Wasatch Global Small Cap portfolios.  He was a Portfolio Manager for Wasatch Small Cap Ultra Growth portfolios from 2000 to 2013.  In addition, he was a Portfolio Manager for Wasatch World Innovators portfolios from 2000 to 2007.  He joined Wasatch Advisors as a Research Analyst in 1994.  He was a Research Analyst on Wasatch Small Cap Ultra Growth portfolios prior to becoming a Portfolio Manager.

Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant.  He completed his undergraduate degree at Bombay University, earning a Bachelor of Science in Physics with a Minor in Mathematics.

Mr. Krishnan is a CFA charterholder and a member of the Salt Lake City Society of Financial Analysts.  He specializes in analyzing the investment potential of fast-growing companies.

Ajay is a native of Mumbai, India and speaks Hindi and Malayalam.  He enjoys traveling, reading, playing squash and road biking.

Andrey Kutuzov
Andrey Kutuzov, CFA
Wasatch Tenure:5 years
• Associate Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Senior Analyst, Wasatch International Research Team
Industry Experience:8 years
• Senior Auditor, Deloitte
Education:University of Wisconsin, M.B.A., Applied Security Analyst Program
University of Wisconsin, Master’s of Accounting
University of Wisconsin, B.S. in Accounting

Mr. Kutuzov has been an Associate Portfolio Manager for the Wasatch Emerging Markets Small Cap Portfolio since 2014.  He joined Wasatch Advisors in 2008 as a Senior Equities Analyst on the international research team.  He also interned at Wasatch in 2007, while studying at the University of Wisconsin-Madison.

Prior to joining Wasatch Advisors, Mr. Kutuzov earned a Master of Business Administration from the University of Wisconsin’s Applied Security Analysis Program.  While earning his degree, he was on a team that managed a student-run long/short equity portfolio.  Prior to graduate school, he was a senior auditor at Deloitte, where his work included designing, performing, and supervising financial and internal control audits of commercial banks and investment companies under the U.S. GAAP as well as various international accounting standards.

Mr. Kutuzov also obtained a Bachelor’s and a Master’s of Accounting Degree at the University of Wisconsin-Madison.  While pursuing his Master’s Degree, he taught an undergraduate course in Managerial Accounting.  He is a Certified Public Accountant. Andrey is a native Russian speaker and a CFA charterholder.

Brian Bythrow
Brian Bythrow, CFA
Wasatch Tenure:11 years
• Portfolio Manager, Wasatch Micro Cap Value Portfolio
Industry Experience:20 years
• Portfolio Manager, Monogram Special Equity Fund
• Portfolio Manager, Monogram Large Cap Value for separate accounts
• Equity analyst, Parkstone Funds
• Credit analyst, Shoreline Bank
Education:California State University in Sacramento, M.B.A.

U.S. Air Force Academy, B.S. in Social Sciences

Mr. Bythrow is the Lead Portfolio Manager for Wasatch Micro Cap Value portfolios.  He joined Wasatch Advisors in 2003 and became a Portfolio Manager for Wasatch Micro Cap Value portfolios at their inception later that year.

From 1998 to 2003, Mr. Bythrow was a portfolio manager for the Monogram Special Equity Fund, where he also managed separate account large-cap value portfolios.  Earlier, he was an equity analyst with Parkstone Funds and a credit analyst with Shoreline Bank.

Mr. Bythrow earned a Master of Business Administration from California State University, Sacramento and a Bachelor of Science in Social Sciences from the United States Air Force Academy, where he received the Outstanding Cadet in Social Sciences award for being the top graduate in Social Sciences.  He is also a CFA charterholder.

Mr. Bythrow served as a communications/computer officer from 1989 to 1994 in the United States Air Force, where he was awarded the Meritorious Service Medal and obtained the rank of Captain.  While in the Air Force, he was the leader of the United States Air Force International Rifle Shooting Team and set several individual and team records for marksmanship.

Brian is a Michigan native who enjoys spending time with his family outdoors, golfing, hiking and hunting.  He is also very involved in the community—teaching free personal-finance courses in local community centers and churches, and actively supporting charities that operate orphanages and adoption services around the world.

Chris Bowen
Chris Bowen
Wasatch Tenure:12 years
• Portfolio Manager, Wasatch Mid Cap Growth Portfolio
• Former Research Analyst for Wasatch Small Cap Core Portfolio
• Former Research Analyst for Wasatch Small Cap Value Portfolio
Industry Experience:13 years
• Analyst internship, Salomon Smith Barney
• Financial Institutions Regulatory Group Analyst, Skadden, Arps, Slate, Meagher & Flom
Education:University of Maryland, M.B.A.

St. Mary’s College of Maryland, B.A. in Economics

Mr. Bowen has been a Portfolio Manager for Wasatch Mid Cap Growth portfolios since their inception in 2004.  He joined Wasatch Advisors in 2001 as a Senior Research Analyst on Wasatch Small Cap Core Growth and Small Cap Value portfolios.

Mr. Bowen interned in equity research at Salomon Smith Barney’s New York office in 2000.  Prior to that, he worked as a legal assistant and later as an analyst with the financial institutions regulatory group of the law firm Skadden, Arps, Slate, Meagher & Flom LLP in Washington, D.C.

Mr. Bowen earned a Master of Business Administration from the University of Maryland.  He completed his undergraduate work at St. Mary’s College of Maryland, graduating summa cum laude with a Bachelor of Arts in Economics.

Chris is a Maryland native who enjoys sports and the outdoors.

Dan Chace
Dan Chace, CFA
Wasatch Tenure:11 years
• Portfolio Manager, Wasatch Micro Cap Growth Portfolio
• Former Senior Analyst, Wasatch Small Cap Ultra Growth Portfolio
• Former Senior Analyst, Wasatch International Small Cap Growth Portfolio
Industry Experience:15 years
• Equities analyst, J.P. Morgan Securities
• Equities analyst, SG Cowen Securities
• Equities analyst, Merrill Lynch
• Equities analyst, Oppenheimer
Education:Harvard Business School, M.B.A.

Pomona College, B.A. in Cultural Anthropology

Mr. Chace has been the Lead Portfolio Manager for Wasatch Micro Cap Growth portfolios since 2004.  He joined Wasatch Advisors in 2002 as a Senior Research Analyst on Wasatch Small Cap Ultra Growth and International Small Cap Growth portfolios.

Mr. Chace has been in the finance industry since 1996, working in the New York offices of J.P. Morgan Securities, SG Cowen Securities, Merrill Lynch, and Oppenheimer & Co.  His work in New York was as an equities analyst following Latin American financial institutions.

Mr. Chace earned a Master of Business Administration from Harvard Business School.  He completed his undergraduate studies at Pomona College, receiving a Bachelor of Arts in Cultural Anthropology.  He is also a CFA charterholder.

Mr. Chace spent two years in Paraguay with the United States Peace Corps, where he was a volunteer working on water sanitation and health infrastructure projects in rural communities.

Dan is a New Jersey native and speaks Spanish.  He enjoys competitive sports and the outdoors.

Dave Powers
David Powers, CFA
Wasatch Tenure:8 months
• Lead Portfolio Manager, Wasatch Large Cap Value Portfolio
Industry Experience:18 years
• Portfolio Manager, Eagle Asset Management
• Portfolio Manager, ING Investment Management
• Senior Investment Analyst, ING Investment Management
• Portfolio Manager, Senior Investment Analyst, Federated Investors
• Portfolio Manager, State Teachers Retirement System of Ohio
Education:Kent State University, MS in Accounting
Kent State University, MBA
Fairleigh Dickinson University, BS in Accounting

Mr. Powers joined Wasatch Advisors in July of 2013 and became the Lead Portfolio Manager for Wasatch Large Cap Value portfolios in August of 2013.

Mr. Powers has many years of investment-research and portfolio-management experience, mainly with large-cap value stocks.  Prior to joining Wasatch Advisors, he served as a portfolio manager with Eagle Asset Management.  Earlier, at ING Investment Management, he was the portfolio manager for the ING Large Cap Value Fund.  While at ING, he also worked as a senior sector analyst covering energy, telecommunication services, utilities and materials.  His experience encompasses several senior investment positions, including as a portfolio manager with Federated Investors.  He began his investment career at the State Teachers Retirement System of Ohio.

Mr. Powers holds a Bachelor of Science in Accounting from Fairleigh Dickinson University and both a Master of Science in Accounting and a Master of Business Administration from Kent State University.  He is also a CFA charterholder.

Dave grew up in the Northeast, is an avid sports fan and loves to travel.  He enjoys spending time with his family, reading mystery novels and playing basketball.

Jared Whatcott
Jared Whatcott, CFA
Wasatch Tenure:8 years
• Associate Portfolio Manager, Wasatch International Micro Cap Portfolio
• Senior Analyst, Wasatch International Research Team
Industry Experience:8 years
Education:Darden School at the University of Virginia, M.B.A.

United States Air Force Academy, B.S. in Management, Minor in Mandarin Chinese.

Mr. Whatcott has been an Associate Portfolio Manager for the Wasatch International Micro Cap Portfolio since 2014.  He joined Wasatch Advisors in 2005 as a Senior Equities Analyst on the international research team.

Prior to joining Wasatch Advisors, Mr. Whatcott was a Captain in the United States Air Force, where he served as a contracting officer.

Mr. Whatcott earned a Master of Business Administration from the Darden School at the University of Virginia, and a Bachelor of Science in Management with a Minor in Mandarin Chinese from the United States Air Force Academy.  He is also a CFA charterholder.

JB Taylor
JB Taylor
Wasatch Tenure:18 years
• Lead Portfolio Manager, Wasatch Small Cap Core Portfolio
• Lead Portfolio Manager, Wasatch Global Small Cap Portfolio
• Portfolio Manager, Wasatch Small Cap Growth Portfolio
• Former Senior Analyst, Wasatch Small Cap Core Portfolio
• Former Research Analyst, Wasatch Micro Cap Growth Portfolio
Industry Experience:18 years
Education:Stanford University, B.S. in Industrial Engineering

Mr. Taylor has been the Lead Portfolio Manager for Wasatch Small Cap Core Growth portfolios since 2000.  In addition, he is a Portfolio Manager for Wasatch Small Cap Growth and Global Small Cap portfolios.  He is also a member of the Wasatch Advisors Board of Directors.  He joined Wasatch Advisors as a Research Analyst in 1996, working on Wasatch Micro Cap Growth portfolios.  He began working on Wasatch Small Cap Core Growth portfolios as a Senior Research Analyst in 1999.

Mr. Taylor graduated from Stanford University, earning a Bachelor of Science in Industrial Engineering.

JB is a California native who speaks Hungarian.  He enjoys playing basketball, reading and spending time outdoors.

Jeff Cardon
Jeff Cardon, CFA
Wasatch Tenure:33 years
• Portfolio Manager, Wasatch Small Cap Growth Portfolio
• CEO, Wasatch Advisors
• Director, Wasatch Advisors
Industry Experience:33 years
• Past president, Salt Lake City Society of Financial Analysts
Education:University of Utah, B.S. in Finance

Mr. Cardon is Chief Executive Officer of Wasatch Advisors and a member of the Board of Directors.  He has been the Lead Portfolio Manager for Wasatch Small Cap Growth portfolios since 1986.  He joined Wasatch Advisors in 1980 and has spent his entire career in the field of investment management.

Mr. Cardon attended the University of Utah, graduating magna cum laude with a Bachelor of Science in Finance.  He is also a CFA charterholder.

Mr. Cardon is a past president and a current member of the Salt Lake City Society of Financial Analysts.

Jeff is a Utah native who enjoys golf and skiing.  He and his wife are very active in philanthropy and community affairs.

Jim Larkins
Jim Larkins
Wasatch Tenure:18 years
• Lead Portfolio Manager, Wasatch Small Cap Value Portfolio
• Former Research Analyst, Wasatch Small Cap Value Portfolio
• Former Research Analyst, Wasatch Micro Cap Growth Portfolio
• Former Research Analyst, Wasatch Small Cap Growth Portfolio
Industry Experience:18 years
Education:Brigham Young University, M.B.A.

Brigham Young University, B.A. in Economics

Mr. Larkins has been the Lead Portfolio Manager for Wasatch Small Cap Value portfolios since 1999.  He joined Wasatch Advisors as a Research Analyst in 1995, working on Wasatch Micro Cap Growth and Small Cap Growth portfolios.  He became a Research Analyst on Wasatch Small Cap Value portfolios at their inception in 1997, and was named as a Portfolio Manager in 1999.

Prior to joining Wasatch Advisors, Mr. Larkins worked as a systems consultant for what is now Accenture.  He also worked for a start-up company in the technology industry.

Mr. Larkins graduated cum laude with a Bachelor of Arts in Economics from Brigham Young University.  He later earned a Master of Business Administration from the Marriott School of Management at BYU.  While in the Master’s program, he served as president of the MBA Student Association.

Jim is a Utah native.  He speaks Spanish and has lived in Argentina and the Middle East.  He enjoys water skiing, snow skiing, gardening and traveling.

John Malooly
John Malooly, CFA
Wasatch Tenure:16 years
• Lead Portfolio Manager, Wasatch Small Cap Ultra Growth Porfolios
• Senior Analyst, Wasatch Micro Cap Value Portfolio
• Former Senior Analyst, Wasatch Micro Cap Portfolio
• Former Research Analyst, Wasatch Small Cap Growth Portfolio
Industry Experience:18 years
• Investment Specialist, UMB Fund Services (formerly Sunstone Financial Group)
Education:Marquette University, B.S. in Business Administration

Mr. Malooly has been a Portfolio Manager for Wasatch Small Cap Ultra Growth portfolios since 2012.  He was previously a Portfolio Manager for Wasatch Micro Cap Value portfolios.  He joined Wasatch Advisors in 1997 as a Research Analyst on Wasatch Small Cap Growth portfolios.  From 1999 to 2003, he worked as a Senior Research Analyst on Wasatch Micro Cap Growth portfolios.

Prior to joining Wasatch Advisors, Mr. Malooly was an investment specialist at UMB Fund Services (formerly Sunstone Financial Group), the transfer agent for Wasatch Funds.

Mr. Malooly graduated from Marquette University, earning a Bachelor of Science in Business Administration.  He is also a CFA charterholder.

John is a Wisconsin native who enjoys the outdoors and spending time with his family.

Josh Stewart
Josh Stewart
Wasatch Tenure:8 years
• Portfolio Manager, Wasatch World Innovators Portfolios
• Former Senior Analyst, International Research Team
• Former Research Associate
Industry Experience:12 years
• Equities Analyst, Sidoti & Company
Education:University of Utah, B.A. in French Literature and Minor in Mathematics

Mr. Stewart has been a Portfolio Manager for Wasatch World Innovators portfolios since 2012.  He joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.

Starting in 2003, Mr. Stewart was a sell-side equity research analyst focused on health-care services with Sidoti & Company in New York.  From 2002 to 2003, he was an English language professor at Xiamen University and Dadi Schools in Xiamen, China.

Mr. Stewart graduated cum laude from the University of Utah with a Bachelor of Arts in French Literature and a Minor in Mathematics.  He also studied French at L’Institut de Touraine in Tours, France, and Spanish at El Centro Bilingue in Cuernavaca, Mexico.

Josh has extensive experience living and traveling abroad.  He speaks fluent French, passable Spanish and very basic Mandarin Chinese.

Laura Geritz
Laura Geritz, CFA
Wasatch Tenure:8 years
• Lead Portfolio Manager, Wasatch Frontier Emerging Small Countries Portfolio
• Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Portfolio Manager, Wasatch International Opportunities Portfolio
• Former Senior Analyst, International Research Team
Industry Experience:15 years
• Senior Analyst, Mellon Corporation
• Research Analyst, American Century Investments
Education:University of Kansas, Masters in East Asian Languages and Cultures

University of Kansas, B.A. in Political Science and History

Ms. Geritz is the Lead Portfolio Manager for Wasatch Frontier Emerging Small Countries portfolios. She has been a Portfolio Manager for Wasatch Emerging Markets Small Cap portfolios since 2009 and a Portfolio Manager for Wasatch International Micro Cap portfolios since 2011.  She first joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.

Before joining Wasatch Advisors, Ms. Geritz worked as a senior analyst for Mellon Corporation, where she made investment recommendations for two of the company’s small-cap growth funds.  Prior to joining Mellon Corporation, she spent four years analyzing securities for various products at American Century Investments, where her stock selections represented approximately one-third of the assets held in each mid-cap growth portfolio.

Ms. Geritz graduated with honors from the University of Kansas with a Bachelor of Arts in Political Science and History.  Later, she earned a Master’s Degree in East Asian Languages and Cultures.  Before completing her Master’s Degree, she spent one year in Japan, where she translated and interpreted documents for the Board of Education and wrote and broadcast a weekly radio program in both English and Japanese.  She is also a CFA charterholder and a member of the Denver Society of Financial Analysts.

Linda Lasater
Linda Lasater, CFA
Wasatch Tenure:7 years
• Associate Portfolio Manager, Wasatch International Small Cap Growth Portfolio
• Senior Analyst, Wasatch International Research Team
Industry Experience:13 years
• Analyst, AIM Investments
Education:Tuck School of Business at Dartmouth, M.B.A.

University of Texas, B.B.A. in Management Information Systems

Ms. Lasater has been an Associate Portfolio Manager for the Wasatch International Small Cap Growth Portfolio since 2014.  She joined Wasatch Advisors in 2006 as a Senior Equities Analyst on the international research team.  She also completed a successful research internship with Wasatch during the summer of 2005.

Prior to joining Wasatch Advisors, Ms. Lasater worked as a project lead and systems analyst in the portfolio analytics group at AIM Investments, where she developed tools that enabled portfolio managers and analysts to make informed investment decisions.

Ms. Lasater earned a Master of Business Administration from the Tuck School of Business at Dartmouth.  Earlier, she received a Bachelor of Business Administration in Management Information Systems from the University of Texas, where she was a chairperson and membership director of the Asian Business Students’ Association.  She is also a CFA charterholder.

Michael Shinnick
Michael Shinnick
Wasatch Tenure:5 years
• Lead Portfolio Manager, Wasatch Long/Short Fund
• Former Portfolio Manager, Wasatch Large Cap Value Portfolio
Industry Experience:13 years
• Vice President of 1st Source Corporation Investment Advisors
• Portfolio Manager, 1st Source Corporation Investment Advisors
• Partner and principal at Diamond Management & Technology, a Chicago-based global management consulting firm
• Officer of Z-Cosm, global venture development group at Zurich Financial Services
Education:University of Notre Dame, B.A. in Economics

Mr. Shinnick is the Lead Portfolio Manager for Wasatch Long/Short portfolios, which he has managed since their inception in 2003.  Prior to August of 2013, he was also a Portfolio Manager for Wasatch Large Cap Value portfolios.

Before joining Wasatch Advisors, Mr. Shinnick served as a vice president and portfolio manager at 1st Source Corporation Investment Advisors.  Prior to joining 1st Source, he was a partner and principal at Diamond Technology Partners in Chicago, where he worked in the financial-services division, advising clients in the insurance, brokerage and mutual-fund industries.  He was also an officer of Z-Cosm, a global venture-development group at Zurich Financial Services in New York.

Mr. Shinnick graduated from the University of Notre Dame, earning a Bachelor of Arts in Economics.

Mike is an avid reader, enjoying business, history and philosophy books.  He also enjoys traveling and spending time with his family.

Paul Gifford, CFA
Paul Gifford, CFA
Industry Experience:24 years
Education:Mankato State University

Paul Lambert
Paul Lambert
Wasatch Tenure:14 years
• Portfolio Manager, Wasatch Small Cap Core Growth Portfolio
• Former Portfolio Manager, Wasatch Small Cap Ultra Growth Portfolio
• Former Senior Analyst on the Wasatch Small Cap Core Growh Portfolio
• Former Analyst on the Wasatch Small Cap Value Portfolio
Industry Experience:15 years
• Investment Representative, Fidelity Investments
Education:University of Utah, B.S. in Finance

Mr. Lambert has been a Portfolio Manager for Wasatch Small Cap Core Growth portfolios since 2005. He joined Wasatch Advisors as a Research Analyst in 2000, working on Wasatch Small Cap Value portfolios.  He began working on Wasatch Small Cap Core Growth portfolios as a Senior Research Analyst in 2003.

Prior to joining Wasatch Advisors, Mr. Lambert worked for Fidelity Investments.

Mr. Lambert graduated from the University of Utah, earning a Bachelor of Science in Finance.

Paul is a Utah native who enjoys golfing, skiing, camping and spending time with his family.

Ralph Shive
Ralph Shive, CFA
Wasatch Tenure:5 years
• Portfolio Manager, Wasatch Long/Short Fund
• Former Portfolio Manager, Wasatch Large Cap Value Portfolio
Industry Experience:38 years
• Vice President and Chief Investment Officer, 1st Source Corporation Investment Advisors
• Portfolio Manager, 1st Source Corporation Investment Advisors
• Portfolio Manager of a private family portfolio in Dallas, Texas
• Named a Barron's Top 100 Manager
Education:Southern Methodist University, B.S. in Business Administration

Mr. Shive has been a Portfolio Manager for Wasatch Long/Short portfolios since their inception in 2003.  He was also the Lead Portfolio Manager for Wasatch Large Cap Value portfolios from their inception in 1996 through August of 2013.

Prior to joining Wasatch Advisors, Mr. Shive served as a vice president and chief investment officer at 1st Source Corporation Investment Advisors, where he was responsible for developing the firm’s investment philosophy in addition to his duties as a portfolio manager.  Before joining 1st Source, he managed a private family portfolio in Dallas, Texas.

Mr. Shive graduated from Southern Methodist University with a Bachelor of Business Administration.  He is also a CFA charterholder.

Ralph has received numerous recognitions for his long-term investment performance.  He enjoys reading history books, playing tennis, working on community projects and spending time with his family.

Roger Edgley
Roger Edgley, CFA
Wasatch Tenure:11 years
• Director of International Research at Wasatch Advisors
• Lead Portfolio Manager, Wasatch International Small Cap Growth Portfolio
• Lead Portfolio Manager, Wasatch Emerging Markets Small Cap Portfolio
• Lead Portfolio Manager, Wasatch International Micro Cap Portfolio
• Portfolio Manager, Wasatch Emerging Markets Select Portfolio
Industry Experience:22 years
• Director of international research and manager for Acorn Funds
• Financial services analyst, Societe Generale Asia/Crosby Securities, Hong Kong
• Analyst, Strategic Asset Management
Education:University of Sussex, M.A. in Philosophy

London School of Economics, M.S. in Social Psychology/Statistics

University of Hertfordshire, B.S. in Psychology

Mr. Edgley is Director of International Research and the Lead Portfolio Manager for Wasatch International Small Cap Growth, International Micro Cap, and Emerging Markets Small Cap portfolios.  He is also a Portfolio Manager for Wasatch Emerging Markets Select portfolios.  He joined Wasatch Advisors in 2002 and is a member of the Board of Directors.  A native of the United Kingdom, he also holds U.S. citizenship and has many years of international investing experience.

Prior to joining Wasatch Advisors, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management, which managed the Acorn Funds.  He was also a co-manager for the Acorn Foreign Forty Fund.  Earlier, he worked in Hong Kong as a financial-services analyst for Societe Generale Asia/Crosby Securities and as an analyst for Strategic Asset Management.

Mr. Edgley has a Master of Arts in Philosophy from the University of Sussex and a Master of Science in Social Psychology with Statistics from the London School of Economics, where he was awarded a Social Science Research Scholarship.  He earned a Bachelor of Science with honors in Psychology from the University of Hertfordshire.  He is also a CFA charterholder.

Ryan Snow
Ryan Snow
Wasatch Tenure:14 years
Industry Experience:15 years
• Investment Representative, Fidelity Investments
Education:University of Utah, B.S. in Finance

Mr. Snow is a senior member of the U.S. equity research team. He was a Portfolio Manager for the Wasatch Mid Cap Growth portfolios from 2004 to 2014.  He has spent most of his career at Wasatch Advisors, joining the firm in 2000 as a Research Analyst on the Small Cap Growth portfolios.

Mr. Snow earned a Bachelor of Science in Finance from the University of Utah, where he was a member of the tennis team.  He spent two years during his undergraduate experience living in Poland.

Ryan is a Utah native and an avid follower of the University of Utah’s sports teams.  He also enjoys playing sports and spending time with his family.

Sam Stewart
Sam Stewart, CFA
Wasatch Tenure:38 years
• Founder and Chairman, Wasatch Advisors
• President, Wasatch Funds
• Lead Portfolio Manager, Wasatch World Innovators Portfolio
• Lead Portfolio Manager, Wasatch Strategic Income Fund
• Former Portfolio Manager, Wasatch Small Cap Core Portfolio
Industry Experience:38 years
• Former Portfolio Manager, Wasatch Small Cap Growth Portfolio
Education:Stanford University, M.B.A. and Ph.D.

Northwestern University, B.S. in Business Administration

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 Wasatch Strategic Income portfolios since their inception in 2006, and for Wasatch World Innovators portfolios 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.

Thor
Thor Kallerud
Wasatch Tenure:8 months
• Director of U.S. Equity Research
Industry Experience:18 years
• Managing Director, Stifel Financial Corp.
• Founding Partner, Thomas Weisel Partners
• Coach, U.S. Ski Team
Education:University of California, Berkeley, Master's in Engineering

University of Utah, B.S. in Engineering

Mr. Kallerud is Director of U.S. Equity Research, working closely with the entire investment team to manage the overall research process.  He is a native of Norway, and has many years of financial-industry experience.

Mr. Kallerud joined Wasatch Advisors in 2013 from Stifel Financial Corp., where he was a managing director in institutional sales.  Prior to Stifel Financial, he was a founding partner of Thomas Weisel Partners, which Stifel acquired in 2010.  He began his financial career in 1995 at Montgomery Securities.

Mr. Kallerud earned an undergraduate degree in Engineering from the University of Utah.  He also holds a Master’s Degree in Engineering from the University of California, Berkeley.

Thor came to the U.S. in 1981 to study and ski race at the University of Utah.  From 1989 to 1995, he was a men’s coach for the U.S. Ski Team, including the men’s alpine head technical coach from 1990 to 1995 and a two-time Olympic men’s coach.  He was born and raised in Kongsberg, Norway.

Van Hoisington
Van R. Hoisington
Industry Experience:39 years
Education:Fort Hays Kansas University, M.S. in Business

University of Kansas, B.A. in Business