Unknown Individuals Impersonating SAM and CIO Austin Root on application WhatsApp™ – SAM does NOT use WhatsApp™
Read the full PRESS RELEASE
Join SAM for a Live Event in Boston
Meet with us in-person in Boston, Massachusetts
Join Stansberry Asset Management LIVE for a presentation on April 24th. Senior Vice President Tom Casper and Senior Wealth Manager Kimberley Threadgill will delve into how SAM seamlessly integrates informed, active, and sophisticated management with comprehensive financial planning. Learn about how our tailored portfolios are designed to assist you in achieving your financial goals.
Event Details:
Date: Thursday, April 24th, 2025
Time: 12:00-2:00 PM
Location: The Capital Grille Boston (900 Boylston St, Boston, MA 02115)
Enjoy a complimentary lunch!
This in-person event is designed to help you understand how we could be a fit for your financial needs and make sure you are set up for long-term financial success.
Complete the form to register!
Presenters
Kimberley Threadgill, CFP®,CDFA®
Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.
Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.
Tom Casper, Senior Vice President
Tom is a Senior Vice President at SAM. He has over 27 years in the business with the vast majority of his experience advising Ultra High Net-worth clients as a fiduciary. The early part of his career was helping grow a now multibillion dollar investment firm where he earned numerous accolades and recognitions. His reputation within the industry has taken him from the Family Office space in Florida to Private Equity for a national firm focusing on single and multi-family holdings.
Prior to joining SAM, Tom served as Head of Investor Relations and Senior Vice President where he advised and consulted with wealthy investors and institutions. During this time he held his Series, 7, 63, and 65 licenses.
Tom earned his degree in Business with an Emphasis in Finance from Chapman University in Orange CA and is a highly decorated Navy flyer having flown 67 combat missions off the USS Ranger (CV-61) during Operation Desert Storm. He currently resides in Winter Park Florida and enjoys water sports and tennis.
What We Do
SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you’re seeking an investment manager who shares your philosophy, you don’t have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.
Schedule a Complimentary Portfolio Review
When was the last time someone reviewed your financial plan?
Schedule a call with us to review your current investment strategy and discover how our personalized approach can help safeguard and grow your wealth.