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
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.
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