Sam serves as WE Family Offices’ Senior Investment Manager and brings with him over 25 years of multi-asset investment experience. Sam’s knowledge and expertise spans across traditional and alternative investments, including global equities & fixed income, real assets, private equity and hedge funds.
Sam has a deep expertise in managing investments for private clients using an integrated approach of investment strategy formulation, sourcing investment solutions and performing due diligence of managers, while also devising tactical & strategic asset allocation and risk management.
Sam holds the CFA, CAIA and CFP designations, a BA from Oberlin College and an MBA from Thunderbird International Graduate School.
Previously, Sam was the Director of Research at Singer Xenos Wealth Management in Coral Gables, FL. Prior to this he lived and worked in Asia for over a decade and held investment banking roles at Bayerische Hypovereins Bank (HVB) and Lehman Brothers.