“We protect and empower our clients by maintaining superior fiduciary standards of care, ongoing education, and transparency.” Sam navigates his clients toward financial success using a consultative, customizable and inclusive approach. The research, investment management platforms and financial planning tools are central to the fiduciary process for every one of Sam’s private and institutional clients.

Eric’s 30-year investment career has been dedicated to serving the varied needs of individuals and families whose wealth has the potential to change the essential nature of their descendants’ lives. His journey began at Merrill Lynch in 1993 as an intern who then rose through the ranks to become an inaugural member of the Managed Solutions Advisory Board. From there, he joined Morgan Stanley Wealth Management where he became a Family Wealth Director for the firm.