Sameer Patel

Sameer Patel, CFA, CPA, is a Vice President in Equity Research at Evercore, specializing in the Healthcare Tech & Distribution sector, part of a team that ranked #2 in its field by Institutional Investor in 2022 and 2023. Previously, Patel served as a Senior Associate at Sycale Advisors, focusing on long-only investments, and held roles as an interim director at Fourth, investment banking associate at Progress Partners, and summer analyst at Sycale Advisors. Notable transactions in investment banking include significant growth equity financing and acquisitions in the FinTech and Robotics sectors. Patel also has FP&A experience from Glencore and began career development at PwC and Barclays. Educational qualifications include an MBA from Columbia Business School and dual bachelor's degrees in Economics and Business Administration from Boston University.