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Marcus Leone

Marcus Leone

Equity Research Associate at Wasatch Advisors LP

United States

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

OrganizationRoleDate RangeDetails
Wasatch Global InvestorsEquity Research AssociateJun 2023 to Present
Wasatch Global InvestorsEquity Research InternAug 2022 to Jun 2023
University Growth FundSenior AssociateJun 2022 to May 2023
$80M+ AUM growth equity fund targeting technology and consumer investments.
University Growth FundAssociateMay 2021 to Jun 2022
University Growth FundInternJan 2021 to May 2021
Goldman SachsSummer Credit Risk AnalystJun 2022 to Aug 2022
Financial Institutions Team + Central Clearing Parties
Sundance BayCapital Markets Analyst InternMay 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 RepresentativesCongressional InternJun 2020 to Aug 2020
Worked as a Congressional Intern for Representative Chris Stewart (UT-02).
Okland ConstructionOperations and StrategyJun 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 BusinessEccles AmbassadorAug 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 ServiceFounderOct 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 ClubFood Service WorkerNov 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)

NameRoleLocation
A
Aaron Conway
Equity Research AnalystUnited States
A
Ajay Krishnan
Portfolio ManagerSalt Lake City, UT , United States
A
Angela Wertman
Equities TraderSalt 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
Showing 1-10 of 33 team members

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