Sam joined the client service team at Boston Common in late 2022 with a focus on institutional client relationships. He has almost ten years of experience working with clients and financial intermediaries.
Sam most recently worked as an investment consultant for Beaumont Capital Management. He began his career with MassMutual, where he spent several years working with clients, advisors, and institutions that focused specifically on providing retirement education.
Sam earned his BS in Finance, with a minor in International Business and Economics, from the University of Massachusetts, Dartmouth. He was recently awarded the Chartered Alternative Investment Analyst (CAIDA) designation. Outside of the office, Sam is usually walking his rescue dog in many of the various parks around Boston Harbor and the South Shore.