Meet with SAM In-Person
Markets have been anything but calm lately, and if you’re managing your portfolio on your own or working with a passive investment manager, staying ahead of the changing environment can feel overwhelming.
If you’ve been questioning whether your current strategy is built to adapt, or if you simply want to better understand how SAM aligns active management with long-term goals, we would welcome the opportunity to connect in-person.
Our upcoming travel dates are below:
Our Upcoming Travel Schedule
- May 14 – Indiana
- May 18 – Ohio
- May 19 / 20 – Georgia
- May 21 – Michigan
- May 22 – Illinois
- May 26 – Kentucky
- May 27 – West Virginia
- May 28 – Arkansas
- June 1-4 – New England
- June 19 – Ohio (Columbus area)
- June 25 – Indiana (Indianapolis area)
- July 9 – Illinois (Northern Chicago area)
Interested in an in-person meeting?
Fill out the form below, and we will reach out to confirm a time and location that works best for you!
William Pedersen, National Director of Business Development
William is the National Director of Business Development at SAM. He spent the bulk of his early career helping to build a multibillion-dollar private investment firm where he was recognized multiple times for his impact on the growth of the firm. He held a leadership position and played a pivotal role in training and formally mentoring business development representatives.
Just prior to joining SAM, William served as a Managing Director at two different investment firms where he worked with both high-net-worth investors and institutions. During this time he held Series 3, 7, 24, 63 and 65 licenses. William’s background also includes time spent working with private clients at both Bank of the West and Wells Fargo.
William earned degrees in Rhetoric and Communications from the University of California, Davis, served as a Paratrooper in the US Army and competed as a collegiate wrestler earning multiple championships. He is a long-time resident of Sonoma County where he is raising six children and enjoys coaching youth football and wrestling.
Rick Kennedy, Senior Vice President
Rick serves as Senior Vice President at SAM, bringing over 31 years of experience in the wealth management industry. He works with prospective clients across the U.S., including the Northeast, Midwest, and Southern states. Throughout his career, he has specialized in advising ultra-high-net-worth clients, always serving in a fiduciary capacity focused on trust and long-term value.
Before joining SAM, Rick spent 23 years as a Senior Vice President at one of the nation’s largest money management firms, where he earned numerous awards for excellence in business development and client growth. Earlier in his career, he founded and managed his own asset management firm and also held leadership roles at Dean Witter, Charles Schwab, and BMO Harris Bank, overseeing relationship management for the firm’s most prominent clients.
Rick began his professional journey in sports, playing football at the professional level before a career-ending injury led him to transition into financial services.
Rick holds a degree in Finance and Psychology from the University of Iowa, where he was a two-sport collegiate athlete in football and baseball. He currently resides in Chicago with his wife and two daughters and is a highly competitive endurance athlete.
