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Sam McFall Location
Conshohocken, PA, US
Sam McFall Work
Managing Director @ (June 2026 - Present)
Managing Director, Investment Strategy @ (September 2020 - May 2026)
Vice President, Investments @ (May 2016 - September 2020)
Senior Research Analyst @ (May 2013 - April 2016)
Investment Officer and Analyst @ (November 2011 - May 2013)
Business Analyst @ Brinker Capital (April 2006 - November 2011)
Client Service Consultant @ (September 2004 - March 2006)
Sam McFall Education
Rollins College
Bachelor of Arts (International Business)
2002-2004
University of North Carolina at Charlotte
(Pre-Business)
2000-2002
The Haverford School
High School (High School)
1987-2000
Sam McFall Skills
Business Analysis
Sales
Public Speaking
Finance
Marketing
Microsoft Office
Project Management
Portfolio Management
Strategic Planning
Investments
Primary Research
Competitive Intelligence
Market Intelligence
Valuation
Investment Banking
Market Research
Quantitative Research
Consumer Behaviour
Fixed Income
Alternative Investments
Asset Allocation
Equities
Hedge Funds
Sam McFall Summary
Sam McFall, based in Conshohocken, PA, US, is currently a Managing Director at Pathstone. Sam McFall brings experience from previous roles at Mill Creek Capital Advisors, LLC, Pitcairn and The Bryn Mawr Trust Company. Sam McFall holds a 2002 - 2004 Bachelor of Arts in International Business @ Rollins College. With a robust skill set that includes Business Analysis, Sales, Public Speaking, Finance, Marketing and more. Sam McFall has 2 emails and 1 mobile phone numbers on RocketReach.
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