Sam Rao
About Sam Rao
Sam Rao is the Chief of Staff at Ownwell, where he supports the CEO and executive team in driving strategic initiatives. With a background in finance and strategy, he has held various roles at notable firms including Brown Investment Group and Morgan Stanley.
Work at Ownwell
Sam Rao serves as Chief of Staff at Ownwell, a position he has held since 2024. In this role, he supports the CEO and executive team in driving strategic initiatives and operational excellence. His contributions align with Ownwell's mission to make real estate costs more clear and equitable. Rao utilizes his finance and strategy skills to enhance business performance, ensuring that the organization meets its objectives effectively.
Previous Experience in Finance and Strategy
Prior to his role at Ownwell, Sam Rao worked as a Finance & Strategy Consultant at Independent Finance & Strategy Consultant starting in 2020. He also held the position of Head of Strategic Finance at NeoReach from 2022 to 2024. His earlier experience includes serving as an Interim Strategic Finance Lead at Acellent from 2020 to 2021 and working as a Strategic Finance Associate at SoFi from 2018 to 2019.
Investment Banking and Equity Analysis Background
Sam Rao has a strong background in investment banking and equity analysis. He worked at Morgan Stanley in various roles, including as a Technology Equity Capital Markets Analyst from 2016 to 2018, and as an Investment Banking Associate in 2018. Additionally, he served as a Lead Tech Equity Analyst at Brown Investment Group from 2013 to 2016. His experience in these positions has equipped him with valuable insights into financial markets.
Education and Expertise
Sam Rao studied at Brown University, where he earned an A.B. in Applied Mathematics-Economics. He also attended Castilleja School. His educational background provides a strong foundation in quantitative analysis and economic principles, which he applies in his professional roles within finance and strategy.