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About
Marcus Leone is an Equity Research Associate at Wasatch Global Investors, where he is responsible for supporting senior analysts and portfolio managers with in-depth equity research and fundamental analysis. In this role, Marcus contributes to the investment decision process through financial modeling, industry research, and idea generation, focusing on public equities.
Prior to joining Wasatch Global Investors as an associate, Marcus served as an Equity Research Intern with the same firm. He also gained experience as a Senior Associate at University Growth Fund, where he evaluated growth-stage private equity investments, further strengthening his analytical and valuation skills.
Marcus holds a Bachelor's degree in Finance from the University of Utah. His expertise lies in public equity research, and while specific sectors he covers at Wasatch are not publicly disclosed, his roles have broadly emphasized fundamental analysis across growth companies and public markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wasatch Global Investors | Equity Research Associate | Jun 2023 to Present | — |
| Wasatch Global Investors | Equity Research Intern | Aug 2022 to Jun 2023 | — |
| University Growth Fund | Senior Associate | Jun 2022 to May 2023 | $80M+ AUM growth equity fund targeting technology and consumer investments. |
| University Growth Fund | Associate | May 2021 to Jun 2022 | — |
| University Growth Fund | Intern | Jan 2021 to May 2021 | — |
| Goldman Sachs | Summer Credit Risk Analyst | Jun 2022 to Aug 2022 | Financial Institutions Team + Central Clearing Parties |
| Sundance Bay | Capital Markets Analyst Intern | May 2021 to Sep 2021 | Assisted in articulating the firm’s strategies to the investor community, representing investor’s views on the company and industry internally, conducting targeted market research, and building out th... |
| U.S. House of Representatives | Congressional Intern | Jun 2020 to Aug 2020 | Worked as a Congressional Intern for Representative Chris Stewart (UT-02). |
| Okland Construction | Operations and Strategy | Jun 2019 to Jun 2020 | Performed a variety of operational and strategic projects for the leadership team; served as contact point for firms and partners; scheduled, directed, and attended internal and external meetings. |
| University of Utah - David Eccles School of Business | Eccles Ambassador | Aug 2019 to May 2020 | Selected to be a student ambassador and mentor to 13 freshman students. Responsible for grading 108 students’ assignments for the 2019-20 school year. |
| At Your Service | Founder | Oct 2018 to Jun 2019 | Started, marketed, and managed a small business to assist people in accomplishing a variety of jobs and house projects. The Company served 39 clients with 5 employees. |
| The Country Club | Food Service Worker | Nov 2013 to Aug 2015 | Worked with club management to help organize and carry out large events for club members and guests. |
Education
University of Utah
Bachelor's degree, Finance, General
Highland High School
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 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 |
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