Sam serves as WE Family Offices’ Senior Investment Manager and brings with him over 25 years of multi-asset investment experience. Sam’s knowledge and expertise spans across traditional and alternative investments, including global equities & fixed income, real assets, private equity and hedge funds. Sam has a deep expertise in managing investments for private clients using an integrated approach of investment strategy formulation, sourcing investment solutions and performing due diligence of managers, while also devising tactical & strategic asset allocation and risk management. Sam holds the CFA, CAIA and CFP designations, a BA from Oberlin College and an MBA from Thunderbird In