Sam is a portfolio analyst in the Delaware office. He is responsible for assisting the portfolio management team in managing balanced accounts for their private clients. Sam previously served as a financial analyst on the accounting and finance team. Prior to joining the firm, Sam worked as the portfolio risk analyst and business intelligence analyst for Farm Credit East, ACA and calculated general and specific credit allowances. He is also an avid conservationist.

Education

  • Cornell University, BS

Colleagues

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