You're signed outSign in or to get full access.
About
Nate Rhees is a principal and client portfolio manager at Alta Capital Management LLC in Salt Lake City, Utah, where he has served since 2006. In this role, he is responsible for investment strategy, portfolio management, and client relations, with a focus on overseeing client accounts and contributing to the firm's investment committee decisions.
His investment expertise centers on quality growth equities across multiple strategies—such as Large Cap Quality Growth, All Cap Quality Growth, SMID, Quality Dividend Growth, Select, and Emerging Markets—as well as fixed income and balanced portfolios that complement equity strategies. Nate’s work involves rigorous security analysis and the implementation of Alta Capital’s disciplined equity selection process, bringing a long-term, quality growth orientation to institutional and private wealth portfolios.
Prior to joining Alta Capital, Nate held leadership roles at Goldman Sachs as VP in Private Wealth Management and began his investment career as a trader at Fidelity Investments. He graduated with a BA in Finance and Economics from Utah State University and is recognized for his comprehensive experience in portfolio management, risk assessment, and client service. His significant contributions include helping Alta Capital maintain its focus on quality-driven investment and navigating complex capital markets environments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alta Capital Management | Principal | Jul 2006 to Present | — |
| Goldman Sachs | Vice President | Mar 2002 to Jul 2006 | — |
Education
Utah State University
BA, Finance, Economics
Skills & Expertise
Others at Alta Capital Management Llc/ (8)
| Name | Role | Location |
|---|---|---|
| Associate Portfolio Manager | Salt Lake City, UT , United States | |
| Principal; Portfolio Manager | Salt Lake City, UT , United States | |
M Melanie Peche | Principal | Salt Lake City, UT , United States |
M Michael T | Managing Partner and CIO | Salt Lake City, UT , United States |
T Tyler Partridge | Portfolio Manager, Principal | Salt Lake City, UT , United States |
| Client Portfolio Manager | Richmond, VA , United States | |
| Junior Research Analyst | Salt Lake City, UT , United States | |
| Equity Research Analyst | Salt Lake City, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Robin Kaukonen | Portfolio and Trading Manager | Summit Global Investments | Lake Oswego, OR , United States |
| Head of Investments and Sr. PM | Summit Global Investments | Salt Lake City, UT , United States | |
A Aaron Conway | Equity Research Analyst | Wasatch Advisors LP | United States |
A Ajay Krishnan | Portfolio Manager | Wasatch Advisors LP | Salt Lake City, UT , United States |
| Portfolio Manager and Partner | Wilkinson Global Asset Management LLC | New York, NY , United States | |
R Ryan Dodge | Securities Analyst | Wilkinson Global Asset Management LLC | New York, NY , United States |
| Chief Investment Officer and Portfolio Manager | Deroy & Devereaux Private Investment Counsel Inc. | Detroit, MI , United States | |
K Karl Knas | Portfolio Manager | Deroy & Devereaux Private Investment Counsel Inc. | Troy, MI , United States |