As an Associate, Sam is responsible for evaluating credit and minority equity investment opportunities, conducting due diligence, supporting transaction execution, and monitoring portfolio companies.
He possesses a unique background spanning engineering, technology, and investing. Before joining Providence, Sam served as a manager and Engineer of Record in the engineering consulting industry. He was also previously CTO of multiple fintech startups, leading full-stack development, and brings experience across long / short hedge fund portfolio analysis, venture capital underwriting, and technical due diligence.
Sam earned an MBA in Finance from Southern Methodist University and a BS in Electrical and Computer Engineering from Baylor University, where he was a student-athlete and was involved in Young Life's urban ministry. Sam is also a licensed Professional Engineer (PE), a certified Project Management Professional (PMP), and serves as Treasurer of the DFW IEEE Power & Energy Society.
He grew up in Grapevine, Texas. Outside of work, Sam is active in adoption advocacy and youth ministry, and enjoys college basketball, reading, and spending time with his wife and children.