About
Sam
Sam serves as a liaison for operational issues and ongoing account servicing needs. In his role as a Client Services Lead, he works with the advisory team in providing for a client's day-to-day requests.
Sam, a United States Marine, served honorably and with pride overseas in the Middle East, Africa, and Southeast Asia. After leaving the Marines, he began a 17 plus-year career in finance with a focus on the client service experience. He previously worked at JP Morgan Chase in Branch Management as well as serving as a Client Associate at JP Morgan Securities. He also worked with a wealth management team inside JP Morgan Securities. He helped that team start their own firm, where he continued to work alongside the Managing Partners to develop the operational aspects of the new firm.
An avid runner, Sam won his first marathon in the Bahrain desert while deployed with the Marines. Sam lives in the Bay Area with his wife and daughter.
Education and Professional Milestones
-University of Oklahoma - bachelor’s degree
-President and Founding Member of California chapter of V.E.T.S (Voices for Employees That Served)
Sam serves as a liaison for operational issues and ongoing account servicing needs. In his role as a Client Services Lead, he works with the advisory team in providing for a client's day-to-day requests.
Sam, a United States Marine, served honorably and with pride overseas in the Middle East, Africa, and Southeast Asia. After leaving the Marines, he began a 17 plus-year career in finance with a focus on the client service experience. He previously worked at JP Morgan Chase in Branch Management as well as serving as a Client Associate at JP Morgan Securities. He also worked with a wealth management team inside JP Morgan Securities. He helped that team start their own firm, where he continued to work alongside the Managing Partners to develop the operational aspects of the new firm.
An avid runner, Sam won his first marathon in the Bahrain desert while deployed with the Marines. Sam lives in the Bay Area with his wife and daughter.
Education and Professional Milestones
-University of Oklahoma - bachelor’s degree
-President and Founding Member of California chapter of V.E.T.S (Voices for Employees That Served)