Sam has over 12 years of experience in the financial industry holding various positions in Asset Management and Financial Services. Serving as a Wealth Advisor, Sam will assist our advisors and work closely with clients to examine and prepare custom strategies to determine how to best accomplish clients’ financial goals. Sam holds a Bachelor of Business Administration (BBA) from Temple University’s Fox School of Business, passed Level 1 of the Chartered Financial Analyst (CFA) program. Sam also holds dual citizenship with Italy and continues to carry traditions passed down to him like making homemade wine. As a Philadelphia native, Sam enjoys rooting for Philadelphia sports teams, playing golf, tackling DIY projects, and spending time with his family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning CounselorTM
Contact Sam for
- Financial Analysis
- Investment Analysis
- Tax Analysis
- Insurance Analysis
- Client Services and General Questions
- Distribution Services
- Investment Account Processing
- Insurance Services