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Colby Tracy

Investor

Chief Financial Officer at Wasatch Equity Partners

Logan, Utah, United States

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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

  1. Wasatch Equity PartnersChief Financial Officercurrent2024 — present
  2. Wasatch Equity PartnersController2022 — 2024
  3. Wasatch Equity PartnersSenior Associate2021 — 2024
  4. Wasatch Equity PartnersAssociate2020 — 2021
  5. Wasatch Equity PartnersAnalyst2018 — 2020
  6. Wasatch Property ManagementSenior Accountant2020 — 2021Logan, Utah - Corporate Headquarters
  7. Wasatch Property ManagementStaff Accountant2017 — 2020Logan, Utah - Corporate Headquarters
  8. Wasatch Property ManagementAccounting Clerk2015 — 2017Logan, Utah, United States
  9. RR DonnelleyWarehouse Inventory Clerk2012 — 2015Logan, UT

Skills & more

QuickBooks1Microsoft Office2Microsoft ExcelBusiness Process ImprovementStrategic ThinkingPricing StrategyBusiness StrategyTeam ManagementCorporate FinanceProject FinanceManagement ControlYear-End Close Process
+12 moreManaging AssociatesIdentifying TrendsVariance AnalysisFinancial StatementsFinancial ModelingFinancial ForecastingDue DiligenceFinancial ReportingOperations ManagementGenerally Accepted Accounting Principles (GAAP)Team BuildingProcess Improvement

From 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
Joel Larson
Advisory Partner at Wasatch Equity Partners
Kainoa Clark
Marketing at Wasatch Equity Partners
Lisa Levanger
Human Resources at Wasatch Equity Partners

Frequently asked questions

Who is Colby Tracy?
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.
Where does Colby Tracy work?
Colby Tracy is Chief Financial Officer at Wasatch Equity Partners.
Where did Colby Tracy go to school?
Colby Tracy studied at Utah State University (Bachelor’s Degree, Accounting).

Same school

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