About
Colby Tracy is Chief Financial Officer at Wasatch Equity Partners, where he leads accounting and reporting teams supporting over 20 audited investment funds and provides financial oversight for portfolio operating businesses. His experience encompasses strategic finance, M&A, fund operations, portfolio company support, and SEC-registered investment adviser compliance, including leading a complex multi-entity merger that created a product line generating eight-figure annual revenue. Tracy works across finance, operations, and executive functions to address reporting, forecasting, liquidity management, controls, and strategic initiatives for private investment firms and operating companies.
Experience
- Wasatch Equity PartnersChief Financial Officercurrent2024 — present
- Wasatch Equity PartnersController2022 — 2024
- Wasatch Equity PartnersSenior Associate2021 — 2024
- Wasatch Equity PartnersAssociate2020 — 2021
- Wasatch Equity PartnersAnalyst2018 — 2020
- Wasatch Property ManagementSenior Accountant2020 — 2021Logan, Utah - Corporate Headquarters
- Wasatch Property ManagementStaff Accountant2017 — 2020Logan, Utah - Corporate Headquarters
- Wasatch Property ManagementAccounting Clerk2015 — 2017Logan, Utah, United States
- RR DonnelleyWarehouse Inventory Clerk2012 — 2015Logan, UT
Education
- Utah State UniversityBachelor’s Degree, Accounting
Skills & more
QuickBooks1Microsoft Office2Microsoft ExcelBusiness Process ImprovementStrategic ThinkingPricing StrategyBusiness StrategyTeam ManagementCorporate FinanceProject FinanceManagement ControlYear-End Close Process
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Managing AssociatesIdentifying TrendsVariance AnalysisFinancial StatementsFinancial ModelingFinancial ForecastingDue DiligenceFinancial ReportingOperations ManagementGenerally Accepted Accounting Principles (GAAP)Team BuildingProcess ImprovementFrom Colby's professional profile.
Colleagues at Wasatch Equity Partners
Aaron Gerszewski
Managing Partner at Wasatch Equity Partners
Bob Funk
Legal at Wasatch Equity Partners
Cody Knowles
Accounting at Wasatch Equity Partners
Jace Perry
Analyst at Wasatch Equity Partners
Jacob Haueter
Operating Partner at Wasatch Equity Partners
Jake Jensen
Associate at Wasatch Equity Partners
Joel Larson
Advisory Partner at Wasatch Equity Partners
Kainoa Clark
Marketing at Wasatch Equity Partners
Frequently asked questions
- Where does Colby Tracy work?
- Colby Tracy is Chief Financial Officer at Wasatch Equity Partners.
Same school
Also attended Utah State University18
Jameson HartmanVice President at RET VenturesChelsea WeiCFO at OSS CapitalErika MorganHead of Investor Relations at Signal Peak VenturesBobbyOperating Partner at FUSEKat KennedyGeneral Partner at Kickstart FundJessica TamsVenture Partner at Griffin Gaming Partners
+ 12 more
Shared employers
Also worked at Wasatch Equity Partners6
Scott StettlerCOO/Managing Partner at Wasatch Equity PartnersAaron GerszewskiManaging Partner at Wasatch Equity PartnersSpencer FunkOperating Partner at Wasatch Equity PartnersJacob HaueterOperating Partner at Wasatch Equity PartnersJake JensenAssociate at Wasatch Equity PartnersJace PerryAnalyst at Wasatch Equity Partners
Also worked at Wasatch Property Management7
Scott StettlerCOO/Managing Partner at Wasatch Equity PartnersAaron GerszewskiManaging Partner at Wasatch Equity PartnersJacob HaueterOperating Partner at Wasatch Equity PartnersJake JensenAssociate at Wasatch Equity PartnersJoel LarsonAdvisory Partner at Wasatch Equity PartnersLisa LevangerHuman Resources at Wasatch Equity Partners
+ 1 more
Also worked at RR Donnelley8
Jim CohenCo-Founder and General Partner at Fitz Gate VenturesPradeep IttycheriaOperating Advisor at Elsewhere PartnersTathagath MariswamyCommercialisation Manager – Space and Aerospace at Swinburne Innovation StudioBart FaberAdvisory Board at Grayhawk CapitalMelissa BergkampAgtech Advisor at Cortado VenturesGuy RussoGeneral Partner at Canaan Partners
+ 2 more