Sam Colleran Email & Phone Number

Cleveland, Oh, Us

Cleveland, Oh, Us

New York, Ny, Us

As a Portfolio Manager and Analyst for the Stewart Asset Management Team at Ingalls & Snyder, I and my colleagues manage the Stewart Concentrated US Equity Growth portfolio, investing in leading businesses whose earnings we expect will in aggregate grow 15% or greater per annum over the long term. Such a portfolio coupled with our strict valuation discipline maximizes the probability of reaching our goal of doubling our clients' capital every 5 years.Though a generalist, I particularly enjoy researching and investing in medical devices, technology, life sciences, consumer discretionary, and cyber security. In order to deeply understand investments and prospective investments, I model financial statements and revenue drivers five years into the future. It's my belief and experience that in order to find businesses that will be successful investments for years and decades, one needs to cast one's mind out 5 or more years into the future and think about where that business and its products and segments will be and the extent to which that business will be a leader.

New York, New York, Us

As a research analyst and member of the investment team for the U.S. Concentrated Growth Strategy, I am responsible for idea generation, due diligence, building detailed five-year financial models, speaking with company management and industry experts, arriving at an insightful thesis on the company's prospects over the next five years, and presenting the idea for inclusion in the portfolio or universe of companies, depending on valuation relative to the projected earnings five years out. Focused on growth companies that can be purchased at a price that allows for strong capital appreciation for a half-decade or longer. Though a generalist, I am particularly interested and experienced in medical technology, life sciences, financial technology, consumer and enterprise software, and cybersecurity.

New York, Ny, Us

• Supported a team of three financial advisors. Helped clients with financial and investment needs, while acting in a research and portfolio advisory role for the team, based on my interest and skill in both. Of particular interest is long-term thematic investing research. • Wrote an extensive research report on disruptors, including gene therapy, 5G, vanity capital, climate change, and more. Analyzed the impacts of these disruptive themes and outlined the equities and funds that take advantage of each theme. Written for investors with moderate to aggressive risk appetite. Said report is available to those also interested in this area.

New York, Ny, Us

• Worked on a high-performing team for a financial advisor in international wealth management.• Analyzed how macro trends and events impact the desirability of specific investments. • Won best fundamental analysis in the internship’s stock picking competition. • Assisted the investment specialist on my team with operational responsibilities and projects.• Provided investment ideas to my financial advisor and independently created a new portfolio for a large client within geographic and sector frameworks. • Learned from asset managers, alternative investment firms, and other parts of Bank of America about their role in wealth management and finance in general. • Participated in a summer-long case study in which a team of interns created a detailed financial plan for a fictional HNW couple and presented it to financial advisors and management.

Assisted Benefits and Payroll and created financial projections in order to contribute to Foundations’ overall financial goals. Foundations Health Solutions is Ohio’s premier long-term care management firm, which oversees the operations of over 60 long-term care facilities.

Avon, Oh, Us

My responsibilities include doing inventory, coordinating deliveries of bulk mulch, stone, and soil, and using detailed product-knowledge to help customers make informed purchases.

Avon, Oh, Us

Bachelor Of Science (B.S.), Finance, General

Bachelor Of Arts (B.A.), Political Science And Government

Economics And Modern Languages