- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
In his role as a Senior Portfolio Advisor, Sam develops, recommends, and implements customized investment portfolios for individual investors, trust relationships, and endowment clients that are tailored to their unique financial goals and are optimized to reflect Northern Trust's outlook for the economy and markets. He partners with investment, fiduciary, and lending professionals to deliver comprehensive wealth management solutions for his clients.
Experience
Prior to joining Northern Trust in 2013, Sam worked with high-net-worth investors at JP Morgan Chase and Merrill Lynch.
Community Involvement
He has served on Northern Trust’s United Way Leadership Committee which plans, coordinates, and executes Northern Trust’s annual corporate campaign to benefit the United Way. He has also volunteered with the Tax Assistance Program, aiding low-income individuals in the completion and filing of their tax returns.
Education
Sam earned his B.A. in Economics from Indiana University. He is also a graduate of the Northern Trust Company Trust School.
Credentials
Sam is a Vice President and Senior Portfolio Advisor on the Northern Trust Wealth Management team in Milwaukee.
Milwaukee
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526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202