In his role at Acuity, Sam supports senior members of the firm in valuation and advisory engagements, with an emphasis on Employee Stock Ownership Plan (ESOP) work. Sam’s work primarily consists of analyzing client financial statements and projections, researching market data and trends, and assisting in the development of business valuation models and other deliverables.
Sam earned his B.A. in Business Administration from Cal State Fullerton, where he participated in Titan Capital Management, a security analysis and portfolio management program that entrusts a portion of the school’s endowment fund to student analysts. During his senior year, Sam was a member of CSUF’s CFA Investment Research Challenge team, which was named Americas Regional Final Champions and advanced to the Global Championship. Prior to joining Acuity, Sam held internships in investment banking and private equity.
- B.A., Business Administration – Finance Concentration, California State University, Fullerton