Sam Fertitta

Sam joined the Edgemont team in 2022. Prior to joining the firm, he spent seven years in the Healthcare Investment Banking Group at Wells Fargo Securities, where he focused on serving clients in the pharmaceutical services, healthcare distribution, and healthcare technology sectors. In that role, Sam provided clients with mergers & acquisitions and related strategic advisory services, and he assisted clients with raising capital to finance their organic and strategic initiatives in the equity and debt capital markets. Prior to Wells Fargo Securities, Sam spent seven years at J.P. Morgan providing corporate and investment banking services to clients in the technology industry across a broad range of sectors including enterprise software, digital media, semiconductors, and IT services. Sam graduated with a Bachelor of Science in Management from Tulane University. He holds Series 7 and Series 63 securities licenses.