Sam joined Equitable Advisors in 2017. Prior to joining the firm, he earned a Bachelor of Arts in Economics from Gettysburg College, where he competed on the men’s varsity lacrosse team. During his time in school, Sam gained hands-on experience as a financial planning and equity research intern in both New York City and San Francisco.
Having grown up around financial planning and wealth management through his father’s leading practice, Sam developed both a strong analytical foundation and a genuine passion for helping clients achieve meaningful financial success.
Sam currently resides in Saratoga Springs, New York. Outside of the office, he enjoys playing the drums, hiking, skiing, golfing, and spending time with his family in Lake George, New York.
CA Insurance Lic. # 0M77186
Fun Facts:
Coaches youth lacrosse in New York City.
Plays the drums and previously performed in a band with his brother, Kris.