Sam enjoys combining his analytical skills with strategic thinking to help his clients reach their financial goals.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: Being in portfolio management allows him to help individuals manage their investments effectively, balancing risk and return to achieve their financial goals. He finds that the opportunity to make a significant impact on clients' financial well-being to be the most rewarding part of his role.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.S., Managerial Economic, UC Davis
Previous Work Highlights: Sam was an Associate Wealth Manager and Client Relationship Analyst at First Republic Private Wealth Management.
Personal Facts: Sam earned an athletic scholarship and played Division I soccer for UC Davis during his undergraduate career. Outside of work, he enjoys snowboarding, fly fishing, raising his two daughters, and playing soccer.
