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Sam is an Analyst at Evergreen Advisors Capital.
Supporting the team in private placements, corporate advisory, and mergers and acquisitions activities is Sam’s primary focus. Before joining Evergreen, Sam gained valuable experience through internships at Credit Agricole and Morgan Stanley. Within Credit Agricole’s Energy and Infrastructure group, he contributed to multi-billion-dollar financings for solar and wind farms across the country.
Licenses
Sam holds the SIE, Series 63, and Series 79: Investment Banking Representative license.
Education
Sam graduated Magna Cum Laude from Indiana University’s Kelley School of Business with a B.S. in Finance.
Interests
Sam enjoys sports, water skiing, playing the cello, and most importantly, traveling. Through his passion for seeing the world, he has developed a global perspective that benefits his clients. This worldview enables him to identify diverse opportunities and understand international market trends, which is particularly valuable in the interconnected world of finance and mergers and acquisitions.
