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)


Barbara Faulkner

Wealth Management Advisor


John Lutz

Wealth Manager

Robert Natale, CFA

Portfolio Manager (Growth Equity strategies)

“Quote Inc.”

Education:

  • Fordham University - BA
  • New York University - M.A. & M.B.A.

Profile:


As we introduce Robert as one of the key members of our business we asked him to field a short Q&A session for our readers. Here's what he had to say:

Q: If you could take a vacation anywhere in the world where would you go?

A toss-up between Ocean City NJ, Argentina or Chile

Q: What's a hobby you enjoy outside of work?

Reading annual reports. I did almost get a PhD in Film History at NYU. I remain an avid observer of film history.

Q: Anything you would like to share about your family (kids, pets etc.)?

My wife is co-President of the local food pantry, an all-volunteer organization that distributes food for those in need.

Q: How long have you lived in New York?

I live 5 miles from where I was born, and have lived in the New York metro area all my life.

Q: What excites you most about your relationship with Yellowstone Partners?

I get to do what I most enjoy and do best—manage growth stock portfolios, with equally trustworthy individuals in an entrepreneurial setting where I can truly make a difference.

History at a glance
  • - Senior Portfolio Manager, Growth Equities
  • - Over 30 years of investment experience
  • - Managed $1.35 billion in Large Cap Growth portfolios
  • - Managed the Dreyfus Premier S&P Stars Fund
  • - 19-year tenure at Standard and Poor's (1979-1998) with roles including Director of Equity Research; Chairman, Investment Policy Committee; and the design and supervision of the proprietary Stock Appreciation Ranking