Together we can help you achieve the growth you envision.
Sam is an analyst with the Independence team at Focus and works closely with breakaway advisors as they transition their business to the independent space. Sam also assists our partner firms on various operations and technology projects.
Prior to joining Focus, Sam worked as an analyst at a Focus Independence firm, LLBH Private Wealth Management. There, he assisted senior analysts in comprehensive reviews of client portfolios and in preparing customized asset allocation strategies based on client objectives and risk profiles.
Sam received his B.A in Economics from George Washington University. In his free time, Sam enjoys basketball, tennis, and travelling.