Samuel Beritela Overview

  • Primary Position
  • Chief Financial...

Samuel Beritela General Information

Biography

Mr. Samuel Beritela served as Chief Financial Officer at WMS Partners. Sam provides operational and strategic direction in addition to fulfilling his traditional financial responsibilities. Sam also advises clients on their private equity holdings and is actively involved with the firm's alternative investments. A licensed CPA, Sam earned his Master of Business Administration in strategy, marketing, and finance from the Northwestern University J.L. Kellogg Graduate School of Management, where he was an F.C. Austin Scholar. Following graduate school, Sam was a Principal and the Chief Financial Officer of Cramer Rosenthal McGlynn, an SEC-registered investment advisor specializing in small cap and private investments. Sam began his career with Ernst & Young, focusing on corporate finance advisory services and valuation related to mergers and acquisitions. Sam was a President's Scholar at Loyola University, graduating magna cum laude with a Bachelor of Business Administration in accounting. Prior to joining WMS, Sam was the Chief Financial Officer and Chief Compliance Officer for JPB Partners, a private equity, venture capital, and real estate investment firm. In addition to overseeing accounting, finance, tax, and investor reporting, he has also sourced, structured, and executed numerous private investments, often serving as a board member.

Contact Information

Primary Position
Chief Financial Officer, WMS Partners
Education
Northwestern University (Kellogg), MBA (Master of Business Administration)
Loyola College, BBA (Bachelor of Business Administration)
Gender
Male

Samuel Beritela Network (10)

Fund Team Members (10)

Name Investor Fund Fund Location
Parker Davis JPB Partners JPB Capital Partners III Hanover, MD
Cindy Kang JPB Partners JPB Capital Partners III Hanover, MD
JPB Partners Hanover, MD
JPB Partners Hanover, MD
JPB Partners Hanover, MD

Samuel Beritela Affiliated Funds (1)

Fund Investor Fund Type Status Vintage Size Dry Powder IRR IRR Quartile
JPB Capital Partners III JPB Partners Buyout Closed 2013

Samuel Beritela FAQs

  • Who is Samuel Beritela?

    Mr. Samuel Beritela served as Chief Financial Officer at WMS Partners.

  • How much does Samuel Beritela typically invest?

    Samuel Beritela's median deal size is .

  • What is Samuel Beritela’s main position?

    Samuel Beritela’s primary position is Chief Financial Officer.

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