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Location: Pasadena, California
Favorite Beverage: Coca-Cola
First Live Concert: System of a Down
Least Favorite Chore: Cleaning

Virtual Bookkeeper

Professional Experience

Sam has more than 20 years of experience growing and scaling small businesses and portfolio companies, including a private equity family of funds from inception to $375M in assets under management. During this time, he has led numerous projects and teams, executing data-driven–truly transformational–operations improvement initiatives.


Sam has a M.S. in management and systems from NYU, Certificates in finance and accounting from UCLA, and a B.A. in economics from UCR, all with honors.

Personal Profile

Sam lives in Pasadena, CA. In his free time, he enjoys sports and the great outdoors.

Connect with Sam