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Sam Hodgson, CFP®

Wealth Manager, Vice President

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Sam Hodgson is a Wealth Manager and Vice President at Liberty Wealth Partners within the Rockefeller Global Family Office. Sam first joined Liberty Wealth Partners as an Associate Wealth Manager and Client Relationship Analyst at First Republic from 2019 – 2023, before their move to Rockefeller. Prior to joining Liberty Wealth Partners, Sam was a Regional Director and Investment Consultant at Natixis Investment Managers, assisting wealth managers with investment portfolio construction from 2017 – 2019.

Leveraging Liberty Wealth Partner’s unique team infrastructure of financial planners, portfolio managers, investment specialists and client associates, Sam serves as a trusted advisor to his clientele. Sam provides clients with comprehensive financial planning, including investment management, tax minimization strategies, retirement analysis, trust and estate planning, and other wealth management services. His clients are wealthy families, young professionals and their families, corporate executives, business owners and their businesses.

Sam is a CERTIFIED FINANCIAL PLANNER™ professional. He graduated from Bowdoin College with a bachelor’s degree in political science and was also a lacrosse player. Sam has seven years of investment and wealth management experience.

 

*Industry Accolades:

America’s Top Wealth Management Team High Net Worth – Forbes, 2022

Best-in-State Wealth Management Teams – Forbes, 2023

 

The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.

The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.