Sam joined Eagle Rock in March 2026 as an Investment Planner, where he focuses on preparing comprehensive financial plans for prospective and existing clients. He works closely with families to develop tailored investment strategies and implement financial plans that align client assets with their long-term financial and investment goals.

A 2022 graduate of George Washington University with a bachelor’s degree in business administration, Sam earned the CFA® designation in 2025 after passing all three levels of the exam on the first attempt. Prior to joining Eagle Rock, he served as an Investment Planner at J.P. Morgan and as a Client Associate at Morgan Stanley.

After spending the last four years living in the city, Sam recently moved to Hoboken with his rescue dog, Daisy. Outside of work, Sam enjoys staying active, completing his first half-marathon in April, and spending free time outdoors golfing.