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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wasatch Advisors | Equities Trader | May 1996 to Present | — |
| wasatch advisors | operations | Jan 1993 to Jan 2008 | — |
| wasatch advisors | analyst | Jan 1993 to Jan 2008 | — |
| Wasatch Advisors | Operations Specialist | Jan 1993 to Jan 2001 | — |
Education
University of Utah - David Eccles School of Business
BS, Finance
1989 — 1993
Skills & Expertise
Others at Wasatch Advisors LP (33)
| Name | Role | Location |
|---|---|---|
A Aaron Conway | Equity Research Analyst | United States |
A Ajay Krishnan | portfolio manager | 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 |