Nearing the end of his college years, Sam’s grandfather would regularly say to him, “You know there is always room for you at the office’’ prompting Sam to respond, “Maybe someday, but I want to go out and get my own stripes first.”
Sam graduated from Albright College in 2014 after earning a degree in Business-Finance, and a starting position on the Men’s Basketball team from his sophomore through senior year. Soon after graduation, The Vanguard Group in Malvern, PA hired Sam in their Business Development Group.
A year later Sam was recruited by Resource Securities, an alternative asset management firm focusing on Multifamily Real Estate and Private Credit to raise capital for their different investment vehicles. Over the next few years, he worked his way up to Vice President of Sales of the Mid-Atlantic and was responsible for having the company’s top producing territory in 2018, 2019, and 2020.
In 2020 Sam decided he had earned his “stripes” in the financial services and investment industry and joined Marrella Financial Group. Today, Sam sits at his grandfather’s former desk and works with Paul and Sam Sr. as a resource to clients in all aspects of their financial lives.
Sam enjoys getting to know clients and looks forward to developing financial plans and investment strategies. He knows that with hard work, client service, and discipline a financial plan can produce long-term financial stability; he learned that from his grandfather, father and uncle.
Sam currently resides in Philadelphia, PA and when not in the office you can find him either on the golf course, at the beach, or cheering on the Phillies, Flyers, Eagles, and Sixers.