Sam Mosser
Sam Mosser
Chief Operating Officer, Senior Advisor | Project Wall Street
An accomplished name in the financial services industry, Sam Mosser has utilized his expertise in mergers and acquisitions, corporate strategy, and asset management across various organizations. He’s most currently active as a private consultant and as the chief operating officer and senior advisor at Project Wall Street, a volunteer role he began in 2024 and continues to hold. In this capacity, he helps people from low socioeconomic backgrounds break into Wall Street; he manages a fellowship program that pairs applicants with mentors currently working in the finance industry and aims to provide resources and support for career development in finance.
Upon graduating from high school, Mr. Mosser enlisted in the U.S. Marine Corps, serving from 2008 to 2012 as a corporal and non-commissioned officer in the Charge Supply Division. During his time there, he was awarded a Naval Achievement Medal for his role in managing a budgeting office for aircraft on the East Coast and became interested in financial markets. Consequently, he immersed himself in literature about the stock market and enrolled in online courses, including Wall Street Prep, and began investing in the stock market. He ultimately earned a bachelor’s degree in accounting from Penn State in 2014, leading to a successful career at Goldman Sachs, where he advanced from a financial analyst to an associate and investment manager. He managed approximately $6 billion in assets there, focusing on fundraising and portfolio management.
In addition, Mr. Mosser has wielded his experience as a senior consultant at Deloitte, a manager at MorganFranklin Consulting, specializing in financial services and private equity, and a merger and acquisition director at IMS Legal Strategies. Having just bolstered his credentials by attaining an MBA from the Wharton School in 2024, he sees himself in senior leadership roles in the future, potentially on several boards, and responsibly supporting the growth of companies—making money while also benefitting employees. He also aims to make a difference by helping veterans transition from military life to the corporate world; he’s already created a veterans group to support diversity and inclusion initiatives.
Press Release
Marquis Who’s Who Honors Sam Mosser for Expertise in Financial Services
MIDDLETOWN, PA, January 7, 2025, Sam Mosser has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals are chosen based on their professional achievements, prominence in their field, and contributions to their communities.
Mr. Mosser is a purpose-driven and collaborative leader whose career spans finance, consulting, and nonprofit leadership. Currently serving as the chief operating officer and senior advisor at Project Wall Street, he works to provide individuals from low socio-economic backgrounds with access to careers in finance. By building mentorship programs and career readiness initiatives, he is helping to create opportunities for those who have historically been underrepresented on Wall Street.
In addition to his nonprofit work, Mr. Mosser has established a successful consulting practice focused on advising entrepreneurs and private equity-backed companies. His consulting engagements include acting as M&A director for IMS Legal Strategies, where he provided assessments and expertise to guide integration planning and unlock value during acquisitions. Across his consulting portfolio, Mr. Mosser has leveraged his deep experience in M&A, strategy development, and operational optimization to drive transformative outcomes for his clients.
Previously, during his tenure at MorganFranklin Consulting, Mr. Mosser led multiple cross-functional strategy and transformation projects for financial services and private equity clients. He also founded the firm’s Veterans Group and contributed to employee wellness programs, fostering a culture of support and inclusion.
Mr. Mosser’s career in finance began at Goldman Sachs, where he managed a $6 billion portfolio for ultra-high-net-worth clients. Over four years, he developed expertise in investment strategy, portfolio optimization, and fundraising. Before entering the private sector, he served in the United States Marine Corps, including deployment to Afghanistan in 2011 as part of Operation Enduring Freedom. During his military service, he oversaw a $165 million operational budget and was awarded the Navy and Marine Corps Achievement Medal for exceptional leadership and cost-saving initiatives.
Beyond his professional accomplishments, Mr. Mosser is a passionate advocate for veterans, including those facing challenges with substance abuse. Motivated by personal experiences, he dedicates time to mentoring veterans and supporting their transitions to civilian careers. His advocacy reflects a deep commitment to fostering well-being and long-term success for those who have served.
Mr. Mosser earned a Master of Business Administration from the Wharton School at the University of Pennsylvania in 2024 and a Bachelor of Science in Accounting from Pennsylvania State University in 2014. He has also completed certifications with Wall Street Prep and FINRA, which have strengthened his expertise in financial markets and strategic management.
Outside of work, Mr. Mosser leads a vibrant personal life. He is married to Courtney, and together they care for a lively household that includes three cats and two dogs. An accomplished golfer with a sub-scratch handicap, Mr. Mosser approaches the sport as both a challenge to continuously assess and improve his abilities and as an invaluable platform for building meaningful connections. He values the unique opportunities golf provides to network and truly get to know others on a personal level.
Balancing professional excellence with a fulfilling personal life, Mr. Mosser remains dedicated to creating opportunities for underserved communities while driving growth and innovation through leadership. Whether advising on complex M&A transactions, mentoring the next generation of financial professionals, or championing resources for veterans, he is committed to making a meaningful and lasting impact.