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.
Securities offered through Equitable Advisors, LLC (NY, NY 212- 314-4600) (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC (NY, NY 212- 314-4600), an SEC-registered investment advisor. Annuity and insurance products offered through Network, LLC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Sequoia Financial Group is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0M77186 AGE 6211628.1 (2/24)(Exp 2/26)
Fun Facts:
- Coaches youth lacrosse in NYC
- Plays the drums and used to play in a band with his brother Kris