Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to the U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence, and intellectual curiosity.

Investment Management

Wasatch Global Investors

Wasatch Global Investors' headquarters in Salt Lake City, UT, United States

JB Taylor

Russell Biles

Eric Bergeson

Albert Trinkl

Kelly Farr

International Developed Markets Equity Research Analyst

Equity Research Associate Analyst (year-round Recruiting)

Mike Yeates

Ann Akichika

Dan Thurber

The Portfolio Management Team at Wasatch Global Investors is responsible for strategically overseeing and optimizing a diverse array of investment portfolios. Comprising specialists in various market niches such as small-cap, micro-cap, international growth, and emerging markets, the team leverages extensive expertise and collaboration to drive superior investment performance. Their goal is to deliver value to clients by identifying high-potential investment opportunities and managing assets with precision and foresight.

Portfolio Management Team

The Leadership Team at Wasatch Global Investors is responsible for setting the strategic direction of the firm, ensuring operational efficiency, and fostering a collaborative culture that prioritizes excellence and innovation in investment management. Comprising key executives from various departments such as institutional business development, sales, research, and client relations, the team works together to drive growth, enhance client engagement, and maintain Wasatch's reputation as a leader in micro-, small-, and mid-cap investing both domestically and internationally.

Leadership Team

The Client Relations and Business Development team at Wasatch Global Investors focuses on fostering and maintaining strong relationships with clients and institutional partners across different regions. This team is responsible for identifying new business opportunities, expanding the firm's client base, and ensuring client satisfaction by delivering tailored investment solutions and insights. They serve as the primary point of contact for clients, facilitating clear communication and understanding between the firm's investment expertise and the clients' needs and goals.

Client Relations and Business Development

The Sales team at Wasatch Global Investors, comprising Regional Vice Presidents for the Eastern, Central, and Western United States, is responsible for driving business growth by establishing and maintaining client relationships, identifying new sales opportunities, and promoting the firm's investment products across their respective regions. They collaborate closely with other teams to deliver tailored investment solutions and ensure client satisfaction and retention.

Wasatch Global Investors

Org chart

Teams

Portfolio Management Team

Leadership Team

Client Relations and Business Development

Sales

Offices

Wasatch Global Investors

Org chart

Teams

Portfolio Management Team

Leadership Team

Client Relations and Business Development

Sales

Offices

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