Sam Kindred

Sam Kindred, CFA, brings institutional Wall Street experience across merger arbitrage, special situations, institutional equity sales, and derivatives markets. Prior to joining ECG, he held roles at Morgan Stanley covering hedge funds and asset managers, where he worked on live merger arbitrage situations, event-driven opportunities, valuation analysis, and institutional investment idea generation across equities and derivatives markets.

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His background spans merger arbitrage, strategic activity analysis, IPO evaluation, equity derivatives trading, and direct engagement with portfolio managers and institutional investors.​

 

Sam also advises family offices and RIAs on market structure, derivatives strategy, portfolio positioning, and institutional research workflows designed to improve decision-making and operational sophistication.

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Sam is a CFA Charterholder with extensive experience in financial modeling, market structure, and institutional research-driven investing.