Sam is an Associate on the Investment team, focusing on portfolio advisory and investment due diligence efforts. Before joining CoastEdge, Sam worked for StepStone, a $129 billion asset manager focused on alternative investments, as a product manager for their Private Equity Co-Investment team. Prior to that, he worked as a member of StepStone’s Portfolio Analytics and Reporting team, where he also served as a liaison for the internship program. Sam brings several years of experience in client relationships, fundraising, and alternative investment reporting.
Sam holds a Bachelor of Science in Business Administration and Finance from the Fowler College of Business at San Diego State University.