Sam is a Senior Client Advisor whose strengths include alternative investments, due diligence on investment managers, and estate planning.
Previously, Sam was Vice President at Matheys Lane Capital Management L.P., a multi-family office based in Providence, Rhode Island. During his six years at Matheys Lane, Sam worked with client families on all aspects of their balance sheets, investment portfolios and estate plans. At Matheys Lane, Sam led the due diligence process in connection with prospective managers of private equity funds, venture capital funds and hedge funds. Prior to Matheys Lane, Sam was a practicing corporate attorney at Seward & Kissel LLP, a law firm in New York City. There, he represented hedge funds and the investment advisers to hedge funds.
Sam has passed Level II of the CFA examination.
Sam has a JD cum laude from Boston University School of Law and a Bachelor of Arts from Haverford College. In addition, Sam is a member of the New York State Bar. Currently, Sam serves on the Investment Committees of both the Baltimore Museum of Art and the Friends School of Baltimore.
I love boiling down complicated subject matter (e.g., an issue related to an investment or a client’s estate) into a digestible form so that a client may make an informed decision. One of the central skills involved in effective wealth management is the ability to clearly distill what clients need to know in order to make decisions.
I listen well, and I am equally comfortable explaining “words” (e.g., legal documents) to clients as I am walking clients through “numbers” (e.g., performance metrics). In addition, having entered wealth management after practicing as a corporate attorney, I am an independent thinker when it comes to solving problems for clients.
I love to go out to restaurants in Baltimore, share a good bottle of wine with my wife, attend concerts and Ravens games, play golf and read. I also love to visit off-the-radar towns across the U.S. with my wife and two daughters and/or with friends, preferably ones I have never been to. For example, my family and I spent 5 days in Athens, Georgia this past spring break and loved every minute of it!
The children’s book, The Wump World, by Bill Peet. As a child, it was read to me and the underlying lesson of environmental stewardship has stayed with me all these years.
In my college years, I participated in a summer program in Florence, Italy, wherein I and a collection of European and British university students gave tours of Il Duomo (the Florence cathedral) in our native languages.