Yellowstone Partners

Office Locations

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Dave Hansen, MBA

President & CEO

Cameron High

Chief Compliance Officer/ Investment Adv. Rep

Brad Christensen

Director of Trading


Eric Stats, CFA

Director of Equity Research

Rick Baird, CFA

Director of Fixed Income

Donald Wiscomb

Investment Advisor Rep.

Lucy Gibson

Senior Client Services Associate

Brock Bowden

Wealth Manager


Robert Natale

Portfolio Manager (Growth Equities)


John Lutz

Wealth Manager

Dave Hansen, MBA

President and CEO

"There is great satisfaction in building a relationship of trust where our clients can feel confident enough to go about their lives while we worry about managing their assets."

Education:

  • Utah State University - MBA - Finance
  • Weber State University - BS - Finance
  • Registered with the FINRA under Series 7, 65, and 63 licenses

Profile:

As President and CEO of Yellowstone Partners, Dave is responsible for the direction, future vision and leadership of this dynamic company. He is credited with growing the firm to asset levels exceeding $220 million. Dave’s extensive background of business management, portfolio asset management and equity analysis provide unique insights that create, build and manage wealth for Yellowstone clients. Dave’s hands-on approach and professionalism has been developed through his years of experience in all aspects of investment management, retirement plan design and financial planning.

After completing his MBA in 1993 at Utah State University, Dave started his financial services career working for Heritage Financial Group in Ogden, Utah and then with Talbot Corporation from 1997 to 2003. In 2003, Dave left Talbot to become a partner in Yellowstone Partners, assuming responsibility for clients in Idaho and Jackson Hole, Wyoming. Two years later, Dave assumed control of the entire firm and its growing client base, consisting of individuals and companies from all over the country. The firm has grown consistently since that time.

Dave finds the most rewarding aspect of managing money the opportunity to offer clients the ability to abandon their financial worries and enjoy the freedom of being able to focus on their families and their leisure pursuits.