Designations and Licenses

Sam is a CERTIFIED FINANCIAL PLANNER™ professional. 

Experience and Education

Sam provides holistic wealth management solutions based on the needs, goals and objectives of each client. He develops and delivers wealth planning and investment management solutions for clients. 

Prior to joining Mariner, Sam worked on the client management team at ClearArc Capital. He assisted in the service of institutional and high-net-worth clients to overview their portfolio positioning and performance results. Additionally, he worked on analyzing income growth and SRI/ESG strategies for some of the largest clients. Prior to ClearArc Capital, Sam worked at Fifth Third Bank. 

Sam graduated from Ohio University with a bachelor’s degree in finance and business economics.

Personal Interests

Sam is on the board of directors for the Friendly Son’s of St. Patrick Foundation and the Investment Committee for 4C for Children.