Investment & Planning

Sam grew up in the small town of West Granby, Connecticut, eventually making his way to California to attend the University of San Diego. There, he was a member of the Student Finance Association, Real Estate Society, and Phi Gamma Delta Fraternity. He also played on the school’s football team.

Throughout undergrad, Sam honed his financial skills as an intern at the Ultimate Fighting Championship and Draper Dragon Venture Capital Fund. Sam graduated with a bachelor’s degree in business administration focused on finance and real estate.

As an associate at Westmount, Sam supports our advisory team in several capacities, including client service, trading, financial planning, and investment analysis. He was initially attracted to Westmount for its team-focused culture.

Sam loves being active outside the office by going to the gym, hiking, or going to the beach. He also enjoys spending time with friends, exploring new food spots in LA, and traveling.