Investment Specialists
Casey Nelsen, CFA®
Portfolio Manager
Background
Casey Nelsen, CFA®, joined SCM as a dual employee in 2025 and has investment experience since 2007. Casey is Portfolio Manager of the Focus Equity strategy. He joined Alta Capital Management, LLC (“Alta”) in 2007 where he serves as Chief Investment Officer and Portfolio Manager. Casey received his B.S. in Business Management with an emphasis in Finance from Brigham Young University. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Focus Equity
Education
- B.S. Business Management, emphasis in Finance from Brigham Young University
Affiliations & Professional Licenses
- CFA Institute
Explore
