We provide the resources and counsel needed to accelerate your team’s next phase of growth

Säm Bagheri

Sam is the CEO and Founder of SNR Group. Previously, he was the Director of Operations of CoastEdge Partners, a $3 billion private investment firm, where he oversaw and provided strategic direction across all business lines. Before joining the firm, he worked for PIMCO, where he helped lead the development of the firm’s alternative investments business and operations strategy for 17 global offices.

Prior, Säm was an Associate at ICONIQ Capital, an $87 billion private investment firm in the Bay Area, where his primary focus was the operational diligence of the firm’s alternative investment portfolio. He began his career as a management consultant with Booz Allen Hamilton focused on international technologies.

Säm is an active fellow of the Aspen Institute and a graduate of both Brown University and the University of San Diego. 

Alex Ponchak

Alex brings deep experience in the investment management industry, specializing in the various areas of financial reporting, including fund accounting, audit, and tax compliance.

Prior to joining SNR Group, Alex was the CFO of CoastEdge Partners, a $3 billion private investment firm. Before CoastEdge, Alex served as a Fund Controller at Soros Fund Management in New York, with oversight of a $30 billion privately held multi-strategy, multi-managed hedge fund. Previously, he worked at RSM US LLP as an audit associate in the financial services practice, providing audit and attestation services to private equity and hedge funds.

Alex holds a Master’s degree (summa cum laude) and Bachelor of Science (magna cum laude) in Accounting from Fordham University. He previously held a CPA license in the state of New York.