Sam works with Steele Wealth Management and Raymond James 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.