Sam Smith, CFA

Overview

Sam Smith holds the position of Vice President - Technology M&A at Evercore[1], a role assumed in March 2024[3]. Smith is a detail-oriented finance professional with more than six years of experience across multiple continents and holds a CFA charter[2]. Smith's career at Evercore began with a summer internship in investment banking in June 2019[5], followed by a full-time role as Investment Banking Associate from August 2020 to March 2024[4]. Prior to joining Evercore, Smith worked at MUFG Securities from 2011 to 2018, progressing through positions as Analyst, Associate, and Vice President[8][7][6]. Smith's earlier experience includes a trading summer internship at Barclays Investment Bank in 2010[9] and a long-term internship at CM-CIC Gestion in 2009[10]. Smith earned an MBA from UC Berkeley's Haas School of Business between 2018 and 2020[11] and completed undergraduate studies in French and Spanish with Business at the University of Nottingham from 2007 to 2011[12].

Career history

1. Vice President - Technology M&AMar 2024 to presentEvercore
2. Investment Banking AssociateAug 2020 to Mar 2024Evercore
3. Investment Banking Summer AssociateJun 2019 to Aug 2019Evercore
4. MSVice PresidentJan 2017 to Jul 2018MUFG Securities
5. MSAssociateJan 2014 to Dec 2016MUFG Securities
6. MSAnalystSep 2011 to Jan 2014MUFG Securities
7. Trading Summer InternJun 2010 to Sep 2010Barclays Investment Bank
8. CGLong Term InternSep 2009 to Dec 2009CM-CIC Gestion

Education

1. Master of Business Administration - MBA2018 - 2020University of California, Berkeley·Haas School of Business
2. FAFrench and Spanish with Business at University of Nottingham2007 - 2011
3. OSFrench A, Spanish A2000 - 2007Oundle School