Sam has been with Equitable for 6 years. Prior to joining the firm, Sam received a BA in Economics from Gettysburg College while competing on the men’s varsity lacrosse team. Throughout his time at school, Sam was a financial planning and equity research intern in New York City and San Francisco. Growing up in the world of financial planning and wealth management under his father’s leading practice, Sam has both a strong analytical framework and a passion for helping clients achieve success.
Sam currently resides in Brooklyn. Away from the office, Sam enjoys playing the drums, hiking, skiing, golfing, and spending time with his family in Lake George, NY.
Fun Facts:
- Coaches youth lacrosse in NYC
- Plays the drums and used to play in a band with his brother Kris
CA Insurance Lic. # 0M77186
