Mr. Bergeson is a Managing Director of Wasatch Advisors and serves on the Board of Directors. He is also a board member of Financière de l’Echiquier—an investment manager based in France.
Mr. Bergeson joined Wasatch Advisors in 1998. Prior to joining Wasatch, he was director of operations for GSS/Array Technology, an electronics manufacturing company headquartered in Bangkok, Thailand. Prior to that, he was an associate with J.P. Morgan Securities in New York. From 1990 to 1993, he played in the National Football League as a free safety with the Atlanta Falcons, Houston Oilers and New England Patriots.
Mr. Bergeson earned a Master of Business Administration from Stanford Graduate School of Business and a Bachelor of Arts in Political Science from Brigham Young University.
Mr. McCarty is Vice President of Institutional Marketing for Wasatch Advisors. In this role, he works closely with institutional investors, consultants and retirement plans.
In addition to working at Wasatch Advisors prior to business school, Mr. McCarty worked as a financial analyst at a start-up technology company—Omniture, which is now part of Adobe. He also interned in the global wealth division of Merrill Lynch.
Mr. McCarty earned a Master of Business Administration from Georgetown University, where he graduated with honors, and a Bachelor of Science in Business Administration from the University of Utah. During his time at Georgetown, he was executive vice president of the Graduate Investment Fund, which managed a portfolio for the school’s endowment.
Mr. Welling joined Wasatch Advisors in 2015 as a Vice President of Institutional Marketing. In this role, he works closely with institutional investors, consultants and retirement plans.
Prior to joining Wasatch Advisors, Mr. Welling was a member of the Global Principal Investments Team at Bank of America Merrill Lynch, where he also worked in the Investment Banking Financial Institutions Group. Earlier, he worked in client servicing at Pacific Investment Management Company and in credit analysis at Citi.
Mr. Welling received his Master of Business Administration from the Wharton School of the University of Pennsylvania with majors in Finance and Real Estate. He earned a Bachelor of Science in Business from Brigham Young University. He has also passed the Level I exam of the CFA Program
Ms. Swenson is Director of Client Relations and is responsible for the overall management of institutional and high-net-worth client relationships. She has been with Wasatch Advisors as a client-relations manager since 1992.
Ms. Swenson holds a Master of Business Administration from Georgetown University and a Bachelor of Arts, with honors, in English with a Minor in German from the University of Utah. She also studied in Kiel, Germany at Christian-Albrechts-Universität.
Mr. Stolfa is Vice President of Client Relations and works with institutional and high-net-worth clients.
Mr. Stolfa joined Wasatch Advisors in 2004. He has over 20 years of financial and client-management experience, and has worked with industry leaders such as Fidelity Investments, Charles Schwab and American Century Investments.
Mr. Stolfa earned a Master of Business Administration from the Carroll School of Management at Boston College and a Bachelor of Arts in Financial Economics from Saint Anselm College in Manchester, New Hampshire.