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Areas of Special Competence

Stephen Samuel is a managing partner of Williams & Samuel. Prior to that, he worked in Big 4 Public Accounting and at the world's largest Insurance and Financial Service companies. His experience is comprised of servicing clients in industries such as energy, real estate, manufacturing, technology, financial services and consumer services. 

He has specialized skills in accounting and investments including auditing, investment and risk management, financial statement analysis and business transaction structuring.

Mr. Samuel obtained a Master's degree in Finance after obtaining a Bachelor's degree in Accounting. He has obtained the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Public Accountant (CPA) designations. Stephen is a licensed CPA in the state of Texas.

Stephen's professional affiliations include the American Institute of Certified Public Accountants, Chartered Financial Analyst Institute, and Global Association of Risk Professionals. Outside of Williams & Samuel, Stephen balances career and his far-flung Texas family.

Committed to helping others, he is involved in a variety of charitable causes in the Houston area and his local church.

Designations

CPA, Certified Public Accountant,
CFA, Chartered Financial Analyst
FRM, Financial Risk Manager

Experience

Deloitte and Touche, Atlanta - Auditor
Allstate, Chicago - Investment Management

Organizations

American Institute of Certified Public Accountants
Chartered Financial Analyst Institute
Global Association of Risk Professionals

Industries Served

  • Maritime
  • Software/Technology
  • Professional Service Firms
  • Transportation
  • Not-for-profit
  • Hospitality and Leisure
  • Energy (Oilfield Service and Upstream Energy)
  • Real Estate
  • Financial Service (Hedge Funds, Financial Institutions and Mutual Funds)
  • Healthcare
  • Construction