January 14, 2022
Sam is responsible for implementing forward-looking strategies and innovative technology solutions to enhance both employee and client engagement. Sam and his team strive to manage a thoughtful and streamlined integration experience for new firms that join Connectus. A passionate project planner, he enjoys solving complex problems and providing new firms with an elevated platform for growth.
Prior to joining Connectus, Sam was a Senior Associate with Focus Financial Partners where he consulted with Focus Partner firms across a wide range of operations and technology improvements. He was also responsible for helping elite “breakaway” wealth management teams transition their business and clients to the RIA space.
Sam received his B.A. in Economics from The George Washington University. In his free time, Sam enjoys playing tennis, running, skiing, learning about all things FinTech, and is an avid history reader.