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Sam Welton

Senior Investment Operations Analyst at New Capital

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.

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Timeline

  • Senior Investment Operations Analyst

    March 1, 2024 - present

  • Investment Operations Analyst

    May, 2021