As a Portfolio Manager, Sam has a local focus working primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
Prior to his role as Portfolio Manager, Sam served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2015. Prior to his full-time positions at Bahl & Gaynor, Sam served in the United States Army as a commissioned officer achieving the rank of Captain. Sam worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.