Sam joined Steele Wealth Management and Raymond James in 2019 as an Associate Portfolio Manager. Prior to this, Sam worked for almost a decade locally in Waterloo and in New York within the asset-servicing arm of an international bank.
Sam’s work experience in the United States provided him first-hand experience in navigating the complexities of cross border wealth management which he now uses to assist clients. He gained unique insights working with hedge funds, private equity funds, and diversified asset managers that he applies to client portfolio construction. Sam is passionate about applying institutional risk management and portfolio diversification strategies for clients.
Sam holds a Bachelor’s degree from the University of Western Ontario with a specialization in Finance and Economics. Sam is licensed in the United States with FINRA to advise clients on cross-border issues. Sam is a CFA Charterholder.
Growing up in a family of Rotarians, Sam enjoys giving back to the community and volunteers with local Rotary Clubs. Outside of the office, Sam is an avid golfer and fisherman, and enjoys spending time with friends and family. He is an active member of The Westmount Golf and Country Club and The Saugeen Golf and Country Club.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.