Samuel Sandler, MBA

Partner & Practice Leader

Rockville

Client Advisory

Biography

Sam Sandler is a Partner and Co-Practice Leader in the Rockville, MD Office. He is a member of the advisory team, serving as a trusted advisor to affluent individuals and families, drawing on his many years of experience managing complex succession and wealth transfer plans across multiple generations.

Prior to joining Cerity Partners, Mr. Sandler was Co-Founder and President of SOL Capital Management. He served on SOL’s Board of Directors beginning in 1987 and as the firm’s President from 1999 onward, playing a central role in shaping the firm’s long-term strategy and client-focused culture. Born and raised in Monterrey, Mexico, Sam brings a global perspective to his work. His principal focus has been building and maintaining long-term relationships with existing clients, as well as developing new client relationships in both the United States and internationally.

Sam is a member of the Young Presidents’ Organization and serves on the National Board of Directors and National Campaign Committee of the American Friends of Hebrew University. He also participates in several family advisory boards. In his spare time, he enjoys learning and practicing anything related to wellness and fitness; playing the piano & guitar; traveling and spending time with his family, and grandchildren. Outside of work, Sam enjoys learning and practicing all aspects of wellness and fitness, playing the piano and guitar, traveling, and spending time with his family and grandchildren.

Education

  • MBA from the Stanford Graduate School of Business
  • BA in Business Administration from the Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) in Mexico.

Highlights

  • Serves on the National Board of Directors and the National Campaign Committee of the American Friends of Hebrew University.
  • Board member and advisor to the Museo Memoria y Tolerancia in Mexico City
  • Member of the Israel Economic Forum
  • Member of Young Presidents’ Organization (YPO) since 2003; and currently a YPO Gold member of the Mosaic Chapter.

Request an Introduction to Samuel Sandler

By clicking “Submit”, 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.

Meet Our Client Advisory Colleagues