ALTA Capital Management LLC

Casey Nelsen is a CFA® charterholder with 12 years of industry experience. He is currently a portfolio manager at Sterling Capital Management LLC and has been with Alta Capital Management LLC since 2007. Casey owns Tellucap Partners, a company that manages a small residential property in Salt Lake City. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients using a quality-growth, bottom-up investment process. The firm offers a range of strategies across equity and fixed income and serves as adviser or sub-adviser to registered funds and pooled investment vehicles.

Andrew Schaffernoth is a financial advisor with ALTA Capital Management LLC in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 23 years of industry experience, with 20 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and participates in wrap fee programs and Unified Managed Account platforms, offering a range of equity, fixed income, and balanced strategies.

James Francis IV is a financial advisor with ALTA Capital Management LLC in Alpharetta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience, including 23 years at Montag & Caldwell and 2 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, using a quality-growth, bottom-up investment process that incorporates quantitative models and Investment Committee oversight. The firm serves a range of clients with strategies that include equity, fixed income, balanced mandates, and employs sub-advisers, derivatives, and AI-assisted models in certain portfolios.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Goldman Sachs & Co. for 13 years before joining ALTA Capital in 2022. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, offering a range of equity, fixed income, and balanced investment strategies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices across its portfolios.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

Charles Radtke is a CFA® charterholder and portfolio manager at ALTA Capital Management LLC with three years of industry experience. He has worked at firms including Sterling Capital Management LLC, CXR Asset Management, Barrow, Hanley, Mewhinney & Strauss, and Mercator Asset Management. Radtke also provides investment advisory and portfolio management services to Sterling Capital clients as a shared employee. ALTA Capital Management offers discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process that integrates proprietary quantitative models and committee review. The firm serves various mandates and utilizes sub-advisers, derivatives strategies, and responsible-investing practices within a broader affiliated asset-management network.

Curtis Lingren is a financial advisor at Alta Capital Management LLC in Salt Lake City, UT, holding a Series 65 credential with seven years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, he is the sole owner of Teton Research Group, LLC, which assists individuals in recovering unclaimed property held by government agencies. Alta Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment approach supported by proprietary quantitative models and integrates responsible-investing practices across its strategies.

Jeremiah Stokka is a financial advisor at Alta Capital Management LLC with eight years of industry experience. He has previously worked at Merrill Lynch, Bank of America, and Ameriprise Financial Services. He serves as a board member for Rooted Academy, a daycare in South Jordan, Utah. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment approach and managing a range of equity, fixed income, and balanced strategies.

Nirvon Mahdavi is a CFA® charterholder with seven years of industry experience, currently serving at Alta Capital Management LLC since 2016. Prior to joining Alta Capital, he worked at the University of Utah from 2012 to 2017. Alta Capital Management provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, investment companies, and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment approach, integrating proprietary quantitative screening, an Earnings Analysis model, and an Alta Intrinsic Value framework to construct concentrated portfolios.

Daniel Lasky is a financial advisor with Alta Capital Management LLC in Salt Lake City, holding a Series 65 credential and three years of industry experience. His prior work includes roles at DriveTime Automotive Group, Micron Technology, U.S. Bank, and Boise State University. Alta Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and participates in a variety of strategies and platforms, including sub-advisory roles for registered funds and the use of advanced techniques such as derivatives and AI-assisted models.

Todd Kearney is a financial advisor at ALTA Capital Management LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has been with Alta Capital Management since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients, including high-net-worth investors and investment companies. The firm follows a quality-growth, bottom-up investment process that incorporates proprietary quantitative screening, earnings analysis, and an intrinsic value framework to build concentrated portfolios.

Carter Allen is a CFA® charterholder with six years of industry experience, currently serving at Alta Capital Management LLC in Salt Lake City. He has held various roles since 2016, including positions at the University of Wisconsin Madison, Geneva Capital Management, and Isthmus Partners LLC. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process with proprietary quantitative tools. The firm also serves as adviser or sub-adviser to registered funds and integrates responsible investing and AI-assisted models in certain strategies.

Chris Machesney is a CFP®, CFA®, and Series 66-licensed financial advisor at ALTA Capital Management LLC 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 financial planning services to individual and institutional clients, utilizing a quality-growth, bottom-up investment process combined with proprietary quantitative tools and an Investment Committee review. The firm also integrates responsible-investing practices and offers access to strategies involving sub-advisers, derivatives, and AI-assisted models.

Colin Lake is a financial advisor at ALTA Capital Management LLC with a Series 65 designation. He has one year of industry experience, including roles at several financial and country club organizations. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and serves as adviser or sub-adviser to registered funds while integrating responsible-investing practices.