Sam is an Associate Financial Counselor at The Colony Group. Sam is a CERTIFIED FINANCIAL PLANNER™ and his primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and executive clients of The Colony Group.
Prior to joining The Colony Group, Sam worked for Brown Brothers Harriman where he provided accounting services for bank loans and derivative securities. He earned his Bachelors of Science in Financial Information and Analysis with a minor in Economics and Law Studies from Clarkson University. In his spare time, he enjoys traveling, and skiing.