About
Sam Klatt is a highly experienced investment professional currently serving as an Analyst at M.D. Sass, a private investment manager known for its focus on traditional and alternative investment strategies. In this role, he is responsible for conducting in-depth financial analysis, supporting portfolio management, and contributing to the firm's investment decision-making processes. His work centers on identifying and evaluating opportunities across a range of asset classes, with a particular emphasis on alternative investments and private equity.
Klatt's expertise spans several key sectors, including real estate, private equity, and hedge funds. He has developed a strong track record in financial modeling, due diligence, and portfolio construction, leveraging his deep understanding of capital markets and alternative asset classes. His analytical approach and strategic insight have been instrumental in helping M.D. Sass deliver differentiated returns to its clients.
Prior to his current position, Sam Klatt held various senior roles in the investment industry, including Vice President at M.D. Sass, where he played a pivotal role in shaping the firm's investment strategy. He has also served as Chief Investment Officer at Portage Partners and Board Member at Canoe, further solidifying his reputation as a leader in the alternative investments space. Klatt holds a Master's in Real Estate Development from Columbia University and a Bachelor's in Economics from Johns Hopkins University, combining academic rigor with practical experience. His contributions to the investment industry have been recognized for their impact on both institutional and individual investors, making him a respected figure in the field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| m.d. Sass | Analyst | Unknown to Present | — |
Skills & Expertise
Others at M.D. Sass, Inc. (5)
| Name | Role | Location |
|---|---|---|
| President and Portfolio Manager | Port Washington, NY , United States | |
C Craig Barney | Portfolio Manager and Analyst | New York, NY , United States |
D Dominic Bruno | portfolio manager | Greenwich, CT , United States |
| Senior Analyst | New York, NY , United States | |
| Investment Analyst | Westbury, NY , United States |