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Sam Colleran Email & Phone Number
Research Analyst
at
Stewart Asset Management, LLC
1 work email found
@wpsadv.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Research Analyst
Location
Greater Cleveland, United States, United States
Who is Sam Colleran? Overview
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Quick answer
Sam Colleran is listed as Research Analyst at Stewart Asset Management, LLC, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at wpsadv.com and a matched LinkedIn profile for Sam Colleran.
Sam Colleran previously worked as Portfolio Manager at Ingalls & Snyder and Registered Client Associate at Merrill Lynch. Sam Colleran holds Bachelor Of Science (B.S.), Finance, General from Miami University.
Company email context
Email format at Stewart Asset Management, LLC
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{first}.{last}@wpsadv.com
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AeroLeads found 1 current-domain work email signal for Sam Colleran. Compare company email patterns before reaching out.
Profile bio
About Sam Colleran
Sam Colleran is a Research Analyst at Stewart Asset Management, LLC. He possess expertise in leadership, public speaking, communication, customer service, sales and 39 more skills.
Listed skills include Leadership, Public Speaking, Communication, Customer Service, and 40 others.
Current workplace
Sam Colleran's current company
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8 roles
Sam Colleran work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
CurrentAs 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.
Feb 2024 - Present
Research Analyst
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.
Nov 2019 - Feb 2024
Registered Client Associate
- 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.
- 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.
Aug 2018 - Nov 2019
Wealth Management Intern
- 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.
May 2017 - Aug 2017
Business Intern
Foundations Health Solutions
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.
May 2016 - Aug 2016
Sales Associate
My responsibilities include doing inventory, coordinating deliveries of bulk mulch, stone, and soil, and using detailed product-knowledge to help customers make informed purchases.
May 2015 - Aug 2015
Aug 2013 - Aug 2014
3 education records
Sam Colleran education
Bachelor Of Science (B.S.), Finance, General
Miami University
Bachelor Of Arts (B.A.), Political Science And Government
Miami University
Economics And Modern Languages
Sint-Michielscollege Schoten
FAQ
Frequently asked questions about Sam Colleran
Quick answers generated from the profile data available on this page.
What company does Sam Colleran work for?
Sam Colleran works for Stewart Asset Management, LLC.
What is Sam Colleran's role at Stewart Asset Management, LLC?
Sam Colleran is listed as Research Analyst at Stewart Asset Management, LLC.
What is Sam Colleran's email address?
AeroLeads has found 1 work email signal at @wpsadv.com for Sam Colleran at Stewart Asset Management, LLC.
Where is Sam Colleran based?
Sam Colleran is based in Greater Cleveland, United States, United States while working with Stewart Asset Management, LLC.
What companies has Sam Colleran worked for?
Sam Colleran has worked for Stewart Asset Management, Llc, Ingalls & Snyder, Merrill Lynch, Foundations Health Solutions, and The Rock Pile Garden Center & Cafe.
How can I contact Sam Colleran?
You can use AeroLeads to view verified contact signals for Sam Colleran at Stewart Asset Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sam Colleran attend?
Sam Colleran holds Bachelor Of Science (B.S.), Finance, General from Miami University.
What skills is Sam Colleran known for?
Sam Colleran is listed with skills including Leadership, Public Speaking, Communication, Customer Service, Sales, Microsoft Word, Microsoft Excel, and Teamwork.
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