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Sam Stolowitz

Sam Stolowitz

Senior Analyst at Whale Rock Capital Management LLC

Boston, MA , United States

About

Sam Stolowitz is a Senior Analyst at Whale Rock Capital Management LLC, based in Boston, Massachusetts. In this role since 2019, he specializes in investment analysis for the firm, which is known for its global focus on the technology, media, and telecom (TMT) sectors. His responsibilities include financial modeling, equity research, due diligence, and portfolio management within these sectors.

Stolowitz brings significant experience from his previous roles as Associate at MSD Partners, L.P. (2015–2017) and Analyst at Guggenheim Partners (2013–2015), where he honed his analytical skills in private equity, investment banking, and alternative investments. His work spans asset classes such as equities, fixed income, and venture capital, with deep expertise in mergers and acquisitions, valuation, and corporate development.

He holds a Master of Business Administration (MBA) with Distinction from Harvard Business School and a Bachelor of Science in Economics from The Wharton School. Stolowitz is recognized for his proficiency in financial analysis and has contributed to investment strategy across the TMT landscape, supporting Whale Rock's reputation as a leading sector-focused investment adviser.

Career History

OrganizationRoleDate RangeDetails
Whale Rock Capital Management LLCSenior AnalystJan 2019 to Present
MSD Partners, L.P.AssociateJan 2015 to Jan 2017
Guggenheim PartnersAnalystJan 2013 to Jan 2015
Technology, Media, and Telecom
Morgan StanleyAnalystJan 2012 to Jan 2012

Education

Harvard Business School

Master of Business Administration (MBA) with Distinction

2017 2019

The Wharton School

Bachelor of Science (BSc), Economics

2009 2013

Skills & Expertise

LBO
Macro
VBA
Logic Programming
Equity Research
Bloomberg Terminal
Logistics
Trading
Investment Banking
Finance
Computer Science
Financial Statement Analysis
Monitors
Acquisitions
Responsibility
Pennsylvania
Corporations
Philadelphia
Explore
CMBS
Alternative Investments
Mortgage Lending
Customer Service
Investments
Research
Networking
Financial Services
Sales
Mathematics
Equities
Extracurricular Activities
Operations
Market
Earlier
Buyouts
Hedge Funds
Leadership
Management
PowerPoint
Strategy
Private Equity
Bloomberg
Mergers and Acquisitions
Deloitte
Due Diligence
Economics
Corporate Development
Commercial Real Estate
Valuation
MBS
Global Marketing
Business Analysis
Corporate Finance
Venture Capital
Consideration
Capital Markets
Microsoft Excel
Financial Modeling
Parties
Capital IQ
Portfolio Management
Fixed Income
M&A experience
Vast
Stage
Financial Analysis
Classroom
Consulting

Others at Whale Rock Capital Management LLC (8)

NameRoleLocation
Alex Sacerdote
Alex Sacerdote
Owner and Portfolio ManagerBoston, MA , United States
George Schultz
George Schultz
AnalystBoston, MA , United States
Michael Gatzlaff
Michael Gatzlaff
PartnerSaint Paul, MN , United States
Nick Cabraloff
Nick Cabraloff
Senior AnalystLos Angeles, CA , United States
Sidhant Misra
Sidhant Misra
Senior AnalystBoston, MA , United States
Wei Guo
Wei Guo
Senior AnalystBoston, MA , United States
B
Bowen Weng
Investment AnalystNew York, NY , United States
G
Grace Connor
Investment AnalystNew York, NY , United States

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