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Angela Wertman

Equities Trader at Wasatch Advisors LP

Salt Lake City, UT , United States

About

Angela Wertman is an experienced equities trader currently serving at Wasatch Advisors, a Salt Lake City-based investment management firm. In this role, she is responsible for executing trades, ensuring optimal portfolio allocations, and providing market insights that support the firm’s active management strategies in the public equities space. Her operations and trading expertise is critical to the smooth functioning of Wasatch's investment approach, which is known for its focus on high-growth and small- to mid-cap U.S. and global stocks.

With a career at Wasatch Advisors spanning over 25 years, Angela's background includes positions in operations and as an analyst, granting her deep experience in both back-office processes and front-line investment research. Her investment focus has consistently been in equities, primarily across sectors such as technology, consumer goods, healthcare, and industrials, reflecting the diverse portfolios managed by Wasatch Advisors.

Angela holds a Bachelor of Science in Finance from the University of Utah’s David Eccles School of Business, grounding her trading discipline in sound financial theory and practical analysis. She has contributed meaningfully to Wasatch Advisors’ reputation for rigorous research and disciplined execution and is recognized for her commitment to thorough portfolio management in the competitive small- and mid-cap space in both U.S. and international equity markets.

Career History

OrganizationRoleDate RangeDetails
Wasatch AdvisorsEquities TraderMay 1996 to Present
wasatch advisorsoperationsJan 1993 to Jan 2008
wasatch advisorsanalystJan 1993 to Jan 2008
Wasatch AdvisorsOperations SpecialistJan 1993 to Jan 2001

Education

University of Utah - David Eccles School of Business

BS, Finance

1989 1993

Skills & Expertise

Alternative Investments
Fixed Income
Trading Applications
Advent
Valuation
Portfolio Management
Financial Modeling
Capital Markets
Derivatives
Investments
Bloomberg
Asset Allocation
Equities
Mutual Funds
Equity Research
Investment Strategies
Asset Management
Private Equity
Trading
Series 7
Securities
Hedge Funds
Equity Trading
Clearing

Others at Wasatch Advisors LP (33)

NameRoleLocation
A
Aaron Conway
Equity Research AnalystUnited States
A
Ajay Krishnan
portfolio managerSalt Lake City, UT , United States
A
Austin Bone
Portfolio ManagerSalt Lake City, UT , United States
Brett Davidson
Brett Davidson
Equity Research AnalystSalt Lake City, UT , United States
Brodie Pollard
Brodie Pollard
Head TraderSalt Lake City, UT , United States
Christopher Leikhim
Christopher Leikhim
Senior Research AnalystSalt Lake City, UT , United States
D
Dan Chace
Portfolio ManagerSalt Lake City, UT , United States
David Granik
David Granik
Senior Research AnalystDallas, TX , United States
Jill Wahleithner
Jill Wahleithner
Senior Research AnalystSeattle, WA , United States
J
Jim Shaughnessy
Equity AnalystSalt Lake City, UT , United States
Showing 1-10 of 33 team members