As CTO, Sam is responsible for implementing new software technologies across all SAM business units. Before taking this role, he was SAM’s CBDO, guiding the organization through the transition of a new executive leadership team. Prior to joining SAM, he was the COO for MSMF Wealth Management in which he led this St. Louis based team through a period of multi-year growth.
Sam was also the Co-Founder and CIOO for Holistic Wealth Advisors, a NY based wealth management firm. Prior to transitioning, he spent over 15 years in corporate business spending 13 years at GE where he developed operational and strategic leadership skills.
He earned an MS in Business and a BS in Aeronautical Engineering from Rensselaer Polytechnic Institute in conjunction with completing his Executive Business studies at MIT’s Sloan School of Management.