Sam is Wealth Advisor and Fiduciary Registered Investment Advisor Representative, he is the co-founder and Managing Director of Capital Trust & Associates. Previously Sam held the positions of Portfolio Manager, Compliance Principal, and Senior Vice President of Global Investments for three respected New York investment firms working with a team of Wall Street professionals. Sam’s strong multi-lingual skills, have allowed him to manage assets of US and international clientele in Europe, Middle East and North Africa.
Through Capital Trust & Associates and his team of seasoned professionals Sam brings a personalized approach to Financial Planning and customized financial solutions using forward-thinking and targeted strategies that work and simplify our clients’ lives.
His main focus is you, our client. Sam helps individuals and entrepreneurs understand create and manage wealth. His areas of expertise also include total wealth management, financial planning, raising capital, writing investment grade business plans, and strategic planning. Sam is also an entrepreneur, international speaker and financial coach. The clients who have worked with Sam are familiar with his exceptional attention to detail and willingness to provide assistance.
Sam holds the FINRA Series 7, Series 24 , Series 27 (FinOp), 63 along with the NASAA 65, and Life & Health Insurance licenses. Sam’s Academic background includes a BA in Financial Management and a BS in Business Administration & Economics as well as Master of International Business from the University of Caen, France and MBA in Finance & Management from Thomas University GA. Currently, Sam resides in New York, but he has lived and worked in multiple countries.