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

Eric Stats

Director of Equity Research

"We adhere to the philosophy of investing in growth companies at a reasonable price."

Education:

  • Chartered Financial Analyst (CFA)
  • University of Utah - Masters in Accountancy
  • University of Utah - BS in Accounting

Profile:

Eric joins Yellowstone Partners with over fifteen years of investment advisory experience. He is the Director of Equity Research which involves implementing and supervising the equity analysis for Yellowstone Partners’ portfolios. In addition, he chairs the Investment Committee and is responsible for the firm’s alternative investment strategies. He also is the manager for the Salt Lake office.

Prior to joining Yellowstone Partners, he was the Managing Director for WindRiver Advisors, LLC where he was responsible for equity research and alternative investment management strategies. Other experience includes the position of Equity Specialist for Goldman Sachs and helping open the Salt Lake City Goldman office; Senior Portfolio Manager for Wells Fargo and First Security Bank, where he managed portfolios for high-net worth clients and other institutions. Eric has also been the Chief Operating Officer for Barco, a fast growing and diverse national finance and leasing firm.