CoverProfile

Sam Hale

Investment Manager, Senior Wealth Advisor and Relationship Manager

Century Management Financial Advisors

United States, California, Pasadena

About Me

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning. Prior to merging his business into Century Management, Sam was the CEO and owner of Hillside Associates (a money management firm in Pasadena, California) from 1974 through 1996. Before Hillside Associates, he was a portfolio manager for Standard & Poor's Inter Capital and a portfolio manager/analyst for Dominick & Dominick. Sam is married and has one son.

Profile Information

Investment Manager, Senior Wealth Advisor and Relationship Manager

Century Management Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pasadena

California

United States

Aug 7, 2024

More profiles to browse

AV
Arnold Van Den Berg
Chief Executive Officer, Co-Chief Investment Officer, Portfolio Manager, Principal
Profile Photo
Aaron Buckholtz
Portfolio Manager, Director/Head of Trading, Executive Vice-President and Head Trader
Profile Photo
Mark Okamoto
Senior Wealth Manager
DL
David Lloyd
Senior Wealth Advisor, Director of Wealth Planning

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University