Sam is an associate portfolio manager in the Delaware office. He manages portfolios for private clients across the complexity and liquidity spectrums — from traditional liquid strategies to less liquid and alternative allocations. Sam works primarily with families and with founders and CEOs, whose needs often extend beyond the portfolio itself. Sam joined the firm as a financial analyst focused on its corporate finance matters, and has since progressed through portfolio analyst and senior portfolio analyst roles. Prior to the firm, he was a portfolio risk analyst and business intelligence analyst at Farm Credit East, ACA, where his work centered on credit loss allowances and risk concentration.
Education
- Cornell University, BS