Sam Stephan possesses a strong background in finance and economics, holding a Bachelor's degree from Mount St. Mary's University and a Master's degree in Financial Analysis from Rutgers University. Sam's professional experience includes an internship as an Independent Advisor Solutions Intern at SEI and a role as a Summer Analyst at BCG Valuations. Sam has progressed through various positions at Wolfe Research, LLC, serving as an Assistant, followed by Associate, and currently as Vice President in Institutional Equity Sales from June 2022 to December 2023.
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