Sam Beres, CFA

Principal, Senior Analyst at Geneva Capital Management LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, US
Skills

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Bio

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Experience

  • Geneva Capital Management LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal, Senior Analyst
      • Feb 2023 - Present

      Milwaukee, Wisconsin, United States

    • Principal, Analyst
      • Mar 2020 - Feb 2023

      Milwaukee, Wisconsin, United States

    • Research Analyst
      • Jul 2017 - Mar 2020

      Milwaukee, Wisconsin, United States

  • Baird
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Associate
      • Jul 2015 - Jul 2017

      Milwaukee, Wisconsin, United States Coverage: Restaurants

    • Equity Research Analyst
      • Jul 2013 - Jul 2015

      Milwaukee, Wisconsin, United States Coverage: Restaurants

  • RSM US LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Consulting Intern
      • Jun 2012 - Jul 2012

      Chicago, IL

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Analyst Intern at FMR Co. (UK)
      • Jan 2012 - Apr 2012

      London, United Kingdom

  • Landaas & Company
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Summer Intern
      • May 2011 - Aug 2011

      Greater Milwaukee Area

Education

  • University of Notre Dame
    BA, Finance
    2009 - 2013
  • University of Notre Dame (USA) in England
    Undergraduate Study Abroad Program
    2012 - 2012
  • Marquette University High School
    2005 - 2009

Community

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