Casey Nelsen

Chief Investment Officer at

Alta Capital Management LLC

Finance

Consumer Services

Profile

Mr. Casey D.
Nelsen, CFA, is a Chief Investment Officer at Alta Capital Management LLC.
He is a member of Guardian Capital Group Limited.
His career in the investment management industry began with the firm in 2007.
He received his with a bachelor’s degree in business management, with a finance emphasis from BYU Marriott School.

Casey Nelsen active positions

Companies	Position	Start
Alta Capital Management LLC Alta Capital Management LLC Investment ManagersFinance Alta Capital follows a quality growth investment discipline in all equity investment portfolios. This discipline is implemented through several strategies including Large-Cap Quality Growth, All Cap Quality Growth, SMID, Quality Dividend Growth, Select, Emerging Markets, and Fundamental Global Equity. Fixed Income and Balanced portfolios are available as well to complement any of the above equity strategies. Client accounts are managed to a model as determined by the Investment Committee. The firm employs a bottom-up investment approach to construct a portfolio of securities of high-quality companies capable of sustaining growth for more than five years with the potential for share price appreciation.	Chief Investment Officer	2022-03-31

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Private companies	2
Alta Capital Management LLC Alta Capital Management LLC Investment ManagersFinance Alta Capital follows a quality growth investment discipline in all equity investment portfolios. This discipline is implemented through several strategies including Large-Cap Quality Growth, All Cap Quality Growth, SMID, Quality Dividend Growth, Select, Emerging Markets, and Fundamental Global Equity. Fixed Income and Balanced portfolios are available as well to complement any of the above equity strategies. Client accounts are managed to a model as determined by the Investment Committee. The firm employs a bottom-up investment approach to construct a portfolio of securities of high-quality companies capable of sustaining growth for more than five years with the potential for share price appreciation.	Finance
BYU Marriott School BYU Marriott School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Finance