Samuel Weiss, Cfa Email and Phone Number
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Fundraising/IR professional with 10+ years of experience across multiple investment solutions and client types. Strong track record partnering with institutional investors, family offices/RIAs, and consultants. Experience across a variety of private and public market asset classes. Commercial, solutions-oriented, and client-first mindset. Formerly at Fiera Capital, BlackRock, and Jefferies. CFA charterholder and cofounder of Momentum Golf & Education, a youth development non-profit.
Pinestone Asset Management Inc.
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Investment Specialist | Institutional Client RelationsPinestone Asset Management Inc. Oct 2022 - PresentMontreal, Quebec, Ca
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Co-FounderMomentum Golf & Education Jan 2019 - Present -
Vice PresidentFiera Capital Dec 2019 - Mar 2022Montreal, Quebec, CaResponsible for fundraising and relationship management for institutional investors, family offices/RIAs, and consultants across Fiera's multi-boutique investment management platform. Focused on private alternatives - global farmland / agriculture, global mid-market infrastructure and private credit.Authored a two-part thought leadership paper series, Exploring Non-Traditional Income. -
Vice President, Institutional Client BusinessBlackrock Jan 2018 - Dec 2019New York, Ny, UsServed as a relationship manager in business development and client service for $2bn+ corporate and public pension plans. Represented investment solutions that span all asset classes including active/passive public equity & fixed income (systematic & fundamental in both), private equity, private credit, real estate, infrastructure, ETF’s, transition management services and risk management. -
Associate, Institutional Client BusinessBlackrock Jun 2014 - Dec 2017New York, Ny, Us
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Analyst, International Sales-TradingJefferies Llc Aug 2013 - Jun 2014New York City, New York, UsTraded US and European stocks live. Served as lead & backup coverage for numerous institutional accounts providing clients with timely execution, market analysis, trade ideas, and other products/services accompanied with the Jefferies platform. Led the liaise efforts between our US offices and trading desks in Asia/Europe. -
Analyst, Global Equity Product ManagementJefferies Llc Jul 2012 - Aug 2013New York City, New York, UsWorked closely with Jefferies research department developing and distributing published research for client consumption. On a daily basis, created many different products tailored to offer clients analysis on publicly traded companies and equity market trends.
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CeoBox It Up Storage May 2010 - May 2012Provided accessible storage and door-to-door delivery service for 100+ students during the summer and semesters abroad. Director of all operations- logistics, campus advertising, employee management, customer service, and accounting. Led efforts to revise the existing business model.
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Event-Driven Strategies, Summer AnalystJefferies & Company Jun 2011 - Aug 2011New York City, New York, UsPrepared event-driven daily note, conducted relevant research, and shadowed traders/sales-traders. Created and presented pitch to buy Sara Lee (formerly SLE, now HSH & DE.AS) using sum-of-parts valuation analysis. Also rotated through Derivative Trading, Cash Trading, Electronic Trading, Research Sales, and Global Product Management desks assisting in various daily operations while completing applicable assignments. At end of summer, was extended an offer to become a full-time analyst.
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Summer InternSamson Capital Advisors Jul 2010 - Aug 2010Interned at $9 billion asset management firm focused on providing tax-aware fixed income solutions to a variety of investor types.
Samuel Weiss, Cfa Skills
Samuel Weiss, Cfa Education Details
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Occidental CollegeMath
Frequently Asked Questions about Samuel Weiss, Cfa
What company does Samuel Weiss, Cfa work for?
Samuel Weiss, Cfa works for Pinestone Asset Management Inc.
What is Samuel Weiss, Cfa's role at the current company?
Samuel Weiss, Cfa's current role is Investment Specialist | Institutional Client Relations & Business Development | PineStone.
What is Samuel Weiss, Cfa's email address?
Samuel Weiss, Cfa's email address is sw****@****tal.com
What is Samuel Weiss, Cfa's direct phone number?
Samuel Weiss, Cfa's direct phone number is +191484*****
What schools did Samuel Weiss, Cfa attend?
Samuel Weiss, Cfa attended Occidental College.
What skills is Samuel Weiss, Cfa known for?
Samuel Weiss, Cfa has skills like Investments, Finance, Investment Banking, Equities, Microsoft Office, Market Analysis, Microsoft Excel, Microsoft Word, Trading, Bloomberg, Powerpoint, Valuation.
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