Profil
Sam Margolin is currently an Equity Research Analyst at Wells Fargo Securities LLC, starting in 2025.
Formerly, Mr. Margolin was Managing Director at Cowen & Co. LLC from 2013 to 2018, Managing Director of Equity Research at Wolfe Research LLC from 2018 to 2024, Vice President at Dahlman Rose & Co. LLC during 2012 to 2013 and again in 2011, Senior Analyst at Global Hunter Securities LLC from 2011 to 2012, Teacher at Kaplan & Co. from 2005 to 2006, and Research Analyst at Covalis Capital (America) LLC from 2024 to 2025.
Education includes an undergraduate degree from the University of Pennsylvania, conferred in 2004.
Aktive Positionen von Sam Margolin
| Unternehmen | Position | Beginn |
|---|---|---|
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.07.2025 |
Ehemalige bekannte Positionen von Sam Margolin
| Unternehmen | Position | Ende |
|---|---|---|
Covalis Capital (America) LLC
Covalis Capital (America) LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | 01.01.2025 |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01.06.2024 |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.08.2018 |
Dahlman Rose & Co. LLC
Dahlman Rose & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 10.03.2013 |
Global Hunter Securities LLC
Global Hunter Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 28.02.2012 |
Ausbildung von Sam Margolin
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dahlman Rose & Co. LLC
Dahlman Rose & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Global Hunter Securities LLC
Global Hunter Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Finance |
Kaplan & Co.
Kaplan & Co. Miscellaneous Commercial ServicesCommercial Services Offers accounting, auditing and tax services | Commercial Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Covalis Capital (America) LLC
Covalis Capital (America) LLC Investment ManagersFinance Provides investment advice | Finance |
















