Sam is an Investment Analyst at Rockefeller Capital Management. Prior to joining Rockefeller, Sam was an Associate at Merrill Lynch. He earned a bachelor’s degree in business administration with a double major in Finance and Economics from James Madison University. Sam specializes in investment analysis, with experience in portfolio construction and implementation for complex financial needs. Sam is a participant in the Chartered Financial Analyst (CFA) Program and is currently a CFA Level III Candidate. Outside the office, Sam enjoys tennis, golf, running, snowboarding, and traveling.