Sam has more than 30 years of experience in the financial services industry and manages the equity and bond portfolios of our clients. He plays an active role in helping high-net-worth individuals achieve their financial and philanthropic life goals through fundamental analysis and research, asset allocation, retirement planning, portfolio management, and hedging/diversification strategies.
As a Certified Financial Planner™ practitioner, Sam holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Sam joined Raymond James in January 2015. Previously, he served as a financial advisor with William Blair & Company, a director with DB Alex. Brown and an investment broker with Legg Mason, all in Chicago. He earned a bachelor’s degree in economics from the University of Illinois at Champaign-Urbana.
Sam is a native of Chicago and lives in Northbrook with his wife, Melissa. They have two children, Alexandra and Daniel. In his free time, Sam enjoys many outdoor activities, particularly those involving water and fish.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.