Sam Welton is a Senior Investment Operations Analyst at EFG Asset Management (EFGAM), a global private banking group. Prior to this role, Sam worked as an Order Management Associate at Capital Group and as an Investment Consultant/Analyst at LGBR Capital LLP. Sam also has experience as a Consultant at Spencer Rose Limited and as a Financial Markets Analyst at Aston Capital Society. Sam holds a Bachelor's Degree in Mathematics from Aston University and an Investment Management Certificate from the CFA Society United Kingdom.
March 1, 2024 - present
May, 2021
Senior Investment Operations Analyst at Nucleus Financial
Senior Investment Operations Analyst at HESTA
Senior Investment Operations Analyst at Real Asset Management Group
Senior Investment Operations Analyst at Bennelong Funds Management
Senior Investment Operations Analyst at Thrivent