OUR PEOPLE

Casey Nelsen is a Managing Principal and Chief Investment Officer for Alta Capital Management (Alta), a member of Guardian Capital Group Limited.

His career in the investment management industry began with Alta in 2007.

Casey graduated from Brigham Young University’s Marriott School of Management, (with a bachelor’s degree in business management, with a finance emphasis). As an undergraduate, Casey was a founding member of the Brigham Young University student investment fund. He continues to work with students managing the fund, making annual visits to share investment insights. He is a CFA® Charterholder and a member of the CFA Society of Salt Lake.

Michael Tempest is Managing Principal and a Portfolio Manager for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 1996.His career in the financial services industry began in January 1991, when he joined Shell Oil as a financial analyst in Houston, Texas. Prior to joining Alta, Mike worked in the institutional equity departments of Bear Stearns and Morgan Stanley, international investment banking firms based in New York City.

Mike received a bachelor’s degree in international finance from Brigham Young University. He earned his MBA with a concentration in Finance from Columbia Business School in New York City. Mike serves as an adjunct professor at the University of Utah, where he teaches a course in investments.

Charles Radtke is a Portfolio Manager for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2024.

Mr. Radtke is a seasoned investment professional with extensive experience managing active equity portfolios. His career spans 30 years in senior leadership and portfolio manager positions at top-tier asset management firms such as Barrow Hanley Global Investors, Invesco Global Asset Management, Franklin Templeton Investments, and Mercator Asset Management.

Charles graduated from Marquette University with majors in Mathematics and Economics and earned his MBA from the University of Wisconsin-Madison, where he also completed the Applied Security Analysis Program. He is a CFA® Charterholder and is a member of the CFA Society of Salt Lake.

Carter Allen is an Associate Portfolio Manager for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2019.

His career in financial services began at Alta. He graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration degree in finance, investment, and banking, as well as a Master of Science in finance. He is an alumnus of the Applied Security Analysis Program, a two-year program that combines financial theory with hands-on training in security analysis and portfolio management. He is a CFA® Charterholder and a member of the CFA Society of Salt Lake.

Daniel Lasky is a Research Analyst for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2022.

Daniel entered the industry in 2022 when he joined Alta. He gained previous experience as a tax accountant for Drivetime Automotive Group, where he handled both its retail and related finance business taxes. Daniel earned an Accounting, Bachelor of Business Administration degree from Boise State University

Ethan Kastenschmidt is an Equity Research Analyst for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2025.

Ethan began his career in financial services at Alta. He earned a Bachelor of Business Administration from the University of Wisconsin-Madison, double majoring in Finance, Investment & Banking and Economics. He also holds a Master of Science in Finance from UW-Madison’s Applied Security Analysis Program, a two-year program that combines financial theory with hands-on training in security analysis and portfolio management.

Todd Kearney is a Senior Trader for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2010.

His career in the financial services industry began in 1995 when he joined Fidelity as a trader for retail clients. During his six-year tenure at Fidelity, he also held roles as an investment consultant and as a supervisor in retail operations. In 2001, Goldman Sachs recruited Todd and, over the following eight years, he worked in several areas of operations for the organization, including margin, trade settlements, ACATs, restricted stock and alternative investments.

Todd is a graduate of the University of Utah.

Debi Holmes is the Director of Operations for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. She joined Alta in 2019.

Her career in financial services began in 2006 in the operations group at Merrill Lynch. There she had exposure to multiple instruments of investment on the operations side, supporting institutional sales, trading, and advisors. Her time in operations continued at Morgan Stanley, and then Goldman Sachs, further expanding her exposure to various investment vehicles. Debi is a graduate of the University of North Florida with a bachelor’s degree in business management.

Candice Shurtliff is the Compliance/Operations Associate for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. She joined Alta in 2023.

Before joining Alta, Candice was a 401(K) Planning Consultant at Fidelity where she was able to begin her career in the financial services industry.

Candice graduated from the University of Utah with a bachelor’s degree in Business Administration.

Jeremiah Stokka is Director of Client Service & Development at Alta Capital Management, LLC (Alta), where he joined the firm in 2026.

Jeremiah began his career in the financial services industry in 2017 as a Financial Analyst with Ameriprise Financial. In 2018, he joined Merrill Lynch as a Registered Representative in the firm’s Kansas City office. In 2021, Jeremiah relocated with his family to Salt Lake City, Utah, where he served as a Client Relationship Manager and later as a Relationship Manager before joining Alta.

Jeremiah holds a Bachelor of Arts degree in Spanish Education and History Education, as well as a Master of Arts in Education, earned through Valley City State University and the University of Saint Mary. He holds FINRA Series 7 and Series 66 licenses and has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation.

Outside of work, Jeremiah enjoys spending time with his wife, Rachel, and their two children, Coopper and Viola (Lola), along with reading, golf, tennis and football.

Colin Lake is a Client Services Associate at Alta Capital Management (Alta), a member of Guardian Capital Group Limited. He joined Alta in 2026.

Prior to joining Alta, Colin began his career in the financial services industry as a Performance Reporting Analyst at iCapital, where he assisted wealth managers and family offices with investment reporting operations. He earned a Bachelor of Science in Finance from the University of Utah.

Donna Thygesen is the Operations Associate for Alta Capital Management (Alta), a member of Guardian Capital Group Limited. She joined Alta in 2005.

Her career in financial services began in 1992 at A. G. Edwards. There she helped facilitate day-to-day operations through various roles, including Cashier, Wire Operator, Client Associate for several financial advisors and Operations manager. Donna joined the Alta team in Trading and Operations, bringing her expertise and commitment to excellent client service.