Sam Wieder

Examiner
DISC Type : cs

Private Equity Associate at Morgan Stanley

United States

Overview

Sam Wieder is a Private Equity Associate at Morgan Stanleys Tactical Value fund, focusing on special situations and flexible capital investments. He previously worked as an Investment Banking Analyst at Citis Global Industrials Group and graduated summa cum laude from NYUs Stern School of Business with a degree in Finance and Data Science.

Outside of his direct professional roles, Sam demonstrated significant leadership initiative during university. He co-founded the NYU chapter of Scholars of Finance, where he led a team to create weekly speaker events for over 60 students, connecting them with executives from various financial institutions.

Unique fact: During his time at NYU, Sam co-founded the universitys chapter of Scholars of Finance.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Tactical Value Investing
His current role is on Morgan Stanley's Tactical Value Team, which makes opportunistic, flexible, and long-term private investments globally.
Special Situations
His work in the Tactical Value fund explicitly focuses on special situations and providing flexible capital to companies in complex scenarios.
Financial Mentorship
Co-founded the NYU chapter of Scholars of Finance, leading the speaker series to connect students with finance executives.

Media Appearances

Sam has no verified media appearances

Work History

8-2025
Private Equity Associate at Morgan Stanley
8-2022 - 8-2025
Investment Banking Analyst at Citi
6-2022 - 8-2022
Investment Banking Summer Analyst at Citi
12-2019 - 8-2025
Co-Founder of NYU Chapter, Speaker Series Lead at Scholars of Finance
7-2020 - 8-2020
Summer Intern at Patron Capital

Education

2019 - 2023
Finance and Data Science from NYU Stern School of Business
2015 - 2018
Education details unavailable from Immanuel College, Bushey

More Information

Social Presence :

Prographics :

Exp : 4 Location : United States Job Level : N/A Designation : Private Equity Associate at Morgan Stanley
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Sam

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Sam take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Sam

Personality Compatibility


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