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Biography

Sam is a Partner in the San Francisco office. As a member of the Wealth Management practice, Sam enjoys helping clients solve problems and simplifying their financial life. With a background in tax, he specializes in equity compensation and is always looking for ways to bring clarity around an individual’s stock options.

Prior to joining Cerity Partners, Sam was an Advisor with West Coast Financial for eight years. Before West Coast Financial, Sam was a Senior Tax Accountant with Hamilton Tharp, focusing on tax preparation and tax planning for high-net-worth individuals.

In his spare time, you’ll find Sam playing golf, tracking his favorite professional sports teams, and searching for the next best coffee shop.

Learn more about my practice.

Education

  • B.A. in Economics and Accounting, University of California at Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant

Latest Insights

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Joe Ferreira and Sam Marshall and Jack Rabuck

Partner

Individuals and Families

Incentive Stock Options and the Alternative Minimum Tax Catch-22

Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you will likely generate a tax liability above your “normal” taxes. Learn more.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.