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Casey Nelsen

Casey Nelsen

Principal; Portfolio Manager at Alta Capital Management Llc/

Salt Lake City, UT , United States

About

Casey Nelsen is the Chief Investment Officer and Managing Principal at Alta Capital Management LLC, based in Salt Lake City, Utah. In his role as CIO, he oversees the firm’s investment strategies, portfolio construction, and asset allocation decisions, bringing a disciplined approach to quality growth investing. Casey focuses primarily on U.S. large-cap equities, employing a bottom-up process to identify high-quality growth companies with durable business models and strong balance sheets.

He began his investment career with Alta Capital in 2007 and quickly advanced through the organization, reflecting his deep expertise and leadership in equity research and portfolio management. Casey holds a bachelor's degree in business management with a finance emphasis from Brigham Young University's Marriott School of Management, where he helped establish and continues to mentor the BYU student investment fund. He is also a CFA® Charterholder and an active member of the CFA Society of Salt Lake, further attesting to his proficiency in the investment management field.

Throughout his career, Casey has been recognized for his commitment to rigorous fundamental analysis and for fostering a collaborative investment culture at Alta Capital. His contributions include mentoring student investors and maintaining Alta’s focus on high-conviction growth investing, particularly within large-cap U.S. equities.

Career History

OrganizationRoleDate RangeDetails
Alta Capital ManagementPrincipal; Portfolio ManagerJan 2018 to Present
Alta Capital ManagementPrincipal; Senior AnalystJan 2013 to Present
Voting member of investment committee responsible for management of over $3B in assets in three portfolios including Alta Large Cap Quality Growth, Alta All Cap Quality Growth, and Alta Dividend Growt...
Alta Capital ManagementEquity Research AnalystJan 2007 to Dec 2012
Microbenefits ChinaConsultantFeb 2011 to Jul 2011
Worked with Founders to produced proforma financials for Chinese micro-lending start-up. Presented financial information to venture firms to help successfully raise $2mm in seed funding.
Global Financial Advisors Equity Fund 1Portfolio ManagerJan 2006 to Apr 2007
* Team Leader. Selected to participate in managing $625,000 over two semesters as part of a joint * learning opportunity with Brigham Young University. * · Performed research using financial filings o...
CitiBusiness Analyst InternJun 2006 to Aug 2006
* Participated in idea generation and problem solving. Wrote test script for Same-day * Statement Consolidation. Researched and found solutions to various logistics and client facing issues. * · Autho...
Deer Valley ResortSki InstructorDec 2000 to Apr 2006
Instructed students ages 4 to 74 in all aspects of skiing and across all ability levels from first time skiers to expert back country skiers
The Church of Jesus Christ of Latter-Day-SaintsVolunteer Service RepresentativeJan 2001 to Jan 2003
* Participated in the education and counseling of many people throughout the Baltimore * area in principles of life, happiness, success and religion. * · Trained four new volunteers, and taught and wo...

Education

Brigham Young University

Bachelor Of Science, Management, Finance

2004 2007

Others at Alta Capital Management Llc/ (7)

NameRoleLocation
Carter Allen
Carter Allen
Associate Portfolio ManagerSalt Lake City, UT , United States
M
Melanie Peche
PrincipalSalt Lake City, UT , United States
M
Michael T
Managing Partner and CIOSalt Lake City, UT , United States
T
Tyler Partridge
Portfolio Manager, PrincipalSalt Lake City, UT , United States
Daniel Lasky
Daniel Lasky
Junior Research AnalystSalt Lake City, UT , United States
N
Nate Rhees
PrincipalSalt Lake City, UT , United States
Nirvon Mahdavi
Nirvon Mahdavi
Equity Research AnalystSalt Lake City, UT , United States