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Samuel Koehler, CFA

Samuel Koehler, CFA

Equity Research Analyst

Followers of Samuel Koehler, CFA701 followers
location of Samuel Koehler, CFAMilwaukee, Wisconsin, United States

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  • Timeline

  • About me

    Investor

  • Education

    • The University of Chicago Booth School of Business

      2018 - 2020
      Master of Business Administration

      Concentrations: Finance, Accounting, Economics, Entrepreneurship

    • University of Wisconsin-Madison

      2011 - 2013
      Bachelor of Business Administration

      Majors: Finance, Risk ManagementGraduated with Distinction

  • Experience

    • Broadview Advisors, LLC

      Oct 2013 - Jul 2019
      Equity Research Analyst

    • Baird

      Sept 2020 - Aug 2021
      Investment Banking Associate

    • Mason Wells

      Sept 2021 - Jul 2023
      Private Equity Investor

    • Clearwater Holdings

      Jul 2023 - now
      Managing Partner

      Acquirer and operator of small and medium-sized businesses

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Samuel Koehler, CFA
      Rawson Price Finance Scholar UW-Madison School of Business May 2012