As Vice President, Investment Solutions, Alternative Investments, Sam contributes to the development of the alternatives platform. His role encompasses sourcing, evaluation and analysis of prospective fund investments, direct deals and co-investments for the NewEdge Wealth and Family Office Alternative Investment platforms.
Prior to joining NewEdge Wealth, Sam was an Investment Analyst at Dumont Global and GraniteRidge Asset Management, where he was responsible for sourcing and due diligence of public and private equity investments. He began his career in investment banking at Macquarie Capital. Sam graduated from Tulane University with a major in Finance.
He grew up in Washington, D.C. and Fairfield, CT and currently resides in Greenwich, CT. Outside of the office, Sam is an avid sports fan and enjoys golfing and spending time with friends and family.