Samuel G. Bitetti, CFA

Vice President and Global Industry Analyst at Wellington Management, Portfolio Manager

Background

Samuel Bitetti, CFA is a member of the Health Care Team. Sam conducts fundamental analysis and research on global investments in medical technology and life science tools.

Prior to joining Wellington Management in 2024, Sam worked as an equity analyst at Adage Capital (2018 – 2024) following healthcare non-therapeutics. Before that, he helped manage a concentrated portfolio of equity investments for a single-family office (2015 – 2016) and held multiple research positions on the US Equity Team at T Rowe Price (2010 – 2015). He began his career in equity research at Thomas Weisel Partners (2007 – 2010).

Sam earned his MBA from University of Pennsylvania (2018) and his BS in economics from Bowdoin College (2007). Additionally, he holds the chartered financial analyst designation and is a member of the CFA Institute.