Sam Bernstein


Sam Bernstein
Associate

Sam analyzes and sources investment opportunities for Velocity. Previously, he was an Associate at RFE Investment Partners, a lower-middle market Private Equity firm investing across business services and residential services. At RFE, Sam analyzed and executed traditional leveraged buyout investments and assisted in driving strategic initiatives across portfolio companies. Previously, Sam was an Associate and Analyst at Oaklins DeSilva+Phillips, where he focused on sell-side and buy-side M&A for clients across the technology and media verticals. Sam graduated with a B.S. degree in finance and computing/data science from the Stern School of Business at New York University.

Fun fact: Sam knows every MLB World Series winner since its inception in 1903.

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