AC
About
Aaron Conway is an Equity Research Analyst at Wasatch Advisors LP, where he is responsible for conducting in-depth fundamental analysis and providing investment recommendations on a select group of equities. His role involves evaluating company financials, industry trends, and market dynamics to support portfolio management decisions within the firm’s equity strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wasatch Global Investors | Equity Research Analyst | Sep 2024 to Present | — |
| Key Private Bank | Investment Analyst | Jan 2024 to Oct 2024 | — |
| Sterling Partners Equity Advisors | Equity Analyst | Apr 2022 to Jan 2024 | PSN Small-Cap Value Manager of the Decade: 6-STAR Designation |
| Winslow Asset Management | Equity Analyst | Apr 2019 to Apr 2022 | — |
| Sequoia Financial Group | Asset Management Intern | Aug 2015 to May 2019 | — |
Education
Kent State University
Master of Business Administration - MBA, Finance and Financial Management Services
2017 — 2018
Kent State University
Bachelor of Business Administration (B.B.A.), Finance
2013 — 2017
Skills & Expertise
Leadership
PowerPoint
Public Speaking
Economics
Valuation
Data Analysis
Investments
Market Research
Finance
Strategic Planning
Sales Management
Microsoft Office
Microsoft Word
Program Management
Microsoft Excel
Time Management
Critical Thinking
Customer Service
Financial Analysis
Project Planning
Management
Teamwork
Project Management
Research
Inventory Management
Analysis
Others at Wasatch Advisors LP (33)
| Name | Role | Location |
|---|---|---|
A Ajay Krishnan | Portfolio Manager | Salt Lake City, UT , United States |
A Angela Wertman | Equities Trader | Salt Lake City, UT , United States |
A Austin Bone | Portfolio Manager | Salt Lake City, UT , United States |
 | Equity Research Analyst | Salt Lake City, UT , United States |
 | Head Trader | Salt Lake City, UT , United States |
 | Senior Research Analyst | Salt Lake City, UT , United States |
D Dan Chace | Portfolio Manager | Salt Lake City, UT , United States |
 | Senior Research Analyst | Dallas, TX , United States |
 | Senior Research Analyst | Seattle, WA , United States |
J Jim Shaughnessy | Equity Analyst | Salt Lake City, UT , United States |
Showing 1-10 of 33 team members