Sam holt, CFA







principal

Sam, a principal at Bella Private Markets, first started at Bella in 2017 and contributed to a wide variety of projects until 2020, when he left Bella as an associate. From 2020 to 2022, Sam worked as an economic and financial data analyst at the Committee of Capital Markets Regulation before returning to Bella as a principal in July 2022.

Sam has developed a keen interest in performance analysis, impact measurement, and generally how to combine qualitative and quantitative methods to derive insights for clients.

As long as I’m learning something, I figure I’m OK - it’s a decent day.
— Hunter S. Thompson

Sam graduated with an undergraduate degree from the University of Kentucky with a double major in history and philosophy. After graduating, he spent a year in a small Costa Rican community teaching English and working on various community development projects. He later received a masters from Johns Hopkins School of Advanced International Studies focused on international relations and economics. Congruent with his studies, Sam interned in the Global Economics Group of the United States Treasury. Sam is a Chartered Financial Analyst (CFA) charterholder.

Sam is an avid skier who has recently picked-up backcountry touring as a favorite weekend hobby.