Sam is an Associate based in the San Francisco office where he provides administration support to the Client Services Team, Portfolio Managers, and Principals. Sam thrives on forming meaningful connections not only with internal team members but also the clients he interfaces with every day.
Before joining Cerity Partners, Sam worked as a Client Assistant at B|O|S helping internal stakeholders build strong client relationships. Prior to B|O|S, he worked as a Business Development Representative for ALC Environmental, an environmental consulting firm based in New York City. At ALC, Sam assisted with lead prospecting and the development of processes within the company’s customer relationship management system.
Sam earned his Bachelor of Science in Economics with a minor in Finance and History from Syracuse University, where he graduated summa cum laude. He also holds a Series 65 license.
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