Sam is a Senior Advisor Associate based in our New York office, supporting advisors by serving as a point of contact for client relationships and assisting them throughout the financial planning process.

Sam brings several years of experience in the industry, including roles with CWM Partners, Carta, Inc., JP Morgan Private Bank, and U.S. Trust.

Originally from India, Sam enjoys exploring new cultures and has lived in 3 different countries, now residing in New York City. In his free time, he enjoys playing squash.

Previous Experience

  • Senior Associate at CWM Partners
  • Manager – Investor Relations at Carta, Inc.
  • Associate at JP Morgan Private Bank
  • Private Client Associate at U.S. Trust, Bank of America Private Wealth Management

Education & Credentials

  • MBA, Cornell University
  • MS, Texas A&M University, Industrial & Systems Engineering
  • BS, MS Ramaiah Institute of Technology, Mechanical Engineering