As an All-American lacrosse player recruited to the University of Denver, Samuel embodies unwavering grit, a fierce competitive spirit, and relentless tenacity. Transitioning from the field to the world of finance, he brings the same level of dedication and discipline to his career.

Graduating with honors, Samuel finished his undergraduate studies in finance and data analytics in under four years. He then found his passion at the intersection of math and investing while completing a Master's in Applied Quantitative Finance. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP®), which are the gold standard for investment management and financial planning, respectively.

Samuel started his career at Pacific Investment Management Company (PIMCO), managing assets for central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. His desire to specialize in private wealth management led him to join the research team and investment committee of a $1B+ multifamily office catering to families with assets ranging from $10M to $100M. In this role, Samuel cultivated invaluable relationships, granting him access to some of the world's top investment managers.

With a background of tutoring for over one thousand hours during his academic years, Samuel finds joy in simplifying investment fundamentals and enabling individuals to play a proactive role in securing their financial independence.

PERSONAL

Outside of work, Samuel is an avid outdoor enthusiast who finds serenity in the ocean while surfing and thrills in the adrenaline rush of mountain biking adventures. As the middle of five brothers, he values the camaraderie and bonds of family. Samuel also dedicates his time to coaching youth lacrosse, emphasizing positivity and encouragement to help young men build confidence and leadership skills. Moreover, Samuel is a voracious reader, delving into a wide range of literature from published quantitative research pieces to nineteenth-century Russian classics. His diverse interests reflect his insatiable curiosity and passion for both adventure and intellectual exploration.