Sam Bernstein

Associate


Sam Bernstein

Associate

Biography

Sam joined Plexus in 2025 and is an Associate on the Investment team. Sam focuses on fund management, financial modeling, transaction structuring, due diligence, and portfolio monitoring.

Prior to joining Plexus, Sam worked as a Syndicated & Leveraged Finance Analyst at Regions Securities where she provided debt capital origination, execution, and advisory services.

Sam is a graduate of Emory University, where she earned a Bachelor of Business Administration in Finance and a Bachelor of Arts in Philosophy, Politics, and Law.