Profil
Sam Burwell is an Equity Research Analyst at Jefferies LLC since 2022.
Prior to this, he worked as an Associate Analyst at UBS Securities LLC from 2021 to 2022, a Vice President at Wolfe Research LLC from 2017 to 2021, and a Vice President & Senior Analyst at Canaccord Genuity, Inc. from 2013 to 2017.
He also worked as an Equity Research Associate at The Buckingham Research Group, Inc. in 2012.
Mr. Burwell completed his undergraduate degree from Colgate University in 2011.
Aktive Positionen von Sam Burwell
Unternehmen | Position | Beginn |
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Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Analyst-Equity | 01.04.2022 |
Ehemalige bekannte Positionen von Sam Burwell
Unternehmen | Position | Ende |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 01.04.2022 |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Analyst-Equity | 01.07.2021 |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Analyst-Equity | 01.05.2017 |
The Buckingham Research Group, Inc.
The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Buckingham Research Group, Inc. is an institutional brokerage firm located in New York City. The firm provides services to portfolio managers and research analysts for mutual funds, hedge funds, pension funds, foundations and other institutional investors. The employ fundamental, bottom-up research with a focus on U.S. small- to mid-cap emerging growth companies in the retail, consumer non-durables, finance and technology sectors | Analyst-Equity | 30.06.2013 |
Ausbildung von Sam Burwell
Colgate University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
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Private Unternehmen | 5 |
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The Buckingham Research Group, Inc.
The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Buckingham Research Group, Inc. is an institutional brokerage firm located in New York City. The firm provides services to portfolio managers and research analysts for mutual funds, hedge funds, pension funds, foundations and other institutional investors. The employ fundamental, bottom-up research with a focus on U.S. small- to mid-cap emerging growth companies in the retail, consumer non-durables, finance and technology sectors | Finance |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Founded in 2006, Canaccord Genuity, Inc. is a registered broker/dealer headquartered in New York City. The firm is the U.S. arm of Toronto-based Canaccord Genuity Corp., the global capital markets division of Canaccord Financial, Inc. (CF: TSX / CF: AIM). Canaccord Genuity's research focuses on the following sectors of the global economy: metals/mining, energy, agriculture, technology, telecommunications, financials, consumer products, real estate, transportation, infrastructure, sustainability, life sciences, support services and investment trusts. Canaccord Genuity, Inc. is a member of FINRA/SIPC. | Finance |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |