Sam is a senior member of the Investment Manager Research group working closely with institutional clients on hedge fund manager selection, portfolio construction, risk management practices, and structuring limited partnership terms. He currently sits on the firm’s ESG Practices and Alternatives Investment committees.

Previously, Sam served as a Research Analyst for a large asset management firm, where he focused on the sourcing, due diligence, and analysis of hedge fund strategies.

Sam graduated with a Bachelor of Science degree in Finance from Portland State University and is a CAIA Charterholder.