Associate, Institutional Equity Sales @ (January 2024 - December 2024)
Assistant, Institutional Equity Sales @ (June 2022 - December 2023)
Independent Advisor Solutions Intern @ (June 2021 - August 2021)
Summer Analyst @ BCG Valuations (May 2019 - August 2019)
Sam Stephan Education
Rutgers University
Master's degree (Financial Analysis)
2021-2022
Mount St. Mary's University
Bachelor's degree (Economics and Business with a Concentration in Finance)
2017-2021
Sam Stephan Summary
Sam Stephan, based in New York, NY, US, is currently a Vice President, Institutional Equity Sales at Wolfe Research, LLC. Sam Stephan brings experience from previous roles at Wolfe Research, LLC, SEI and BCG Valuations. Sam Stephan holds a 2021 - 2022 Master's degree in Financial Analysis @ Rutgers University. Sam Stephan has 1 emails on RocketReach.
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