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Biography

Sam is an Associate in the New York office, where he supports both Jennette Brilliant and Matt McDonald and their respective teams. In this role, he provides a high level of service throughout the financial planning process by contributing analytical and operational support to both teams and their respective clients. Through organization, communication, and thorough attention to detail, he helps both teams manage a wide range of client-related responsibilities effectively and efficiently.

Prior to joining Cerity Partners, Sam served as a financial professional at Equitable Advisors, a New York-based financial services company, specializing in investment advising and wealth management. Before Equitable Advisors, he interned at UniCredit Bank, providing financial and data analysis to the loan department. In these roles, Sam held his FINRA Series 7 securities license.

In his spare time, Sam enjoys attending sporting events, going to concerts, and watching movies with his dog, Nash.

Learn more about Cerity Partners Family Office.

Education

  • B.B.A. in Finance and Business Analytics, magna cum laude, from the Villanova University School of Business

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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.