Sam assists in all aspects of the investment management process including research, portfolio construction, risk management, and trading. He works closely with advisors and clients to implement the portfolios aligned to their long-term goals and objectives. He is also actively involved with internal business development initiatives and Shepherd’s Socially Responsible Investing program. Sam joined our team in 2016 and worked initially as a client relationship manager dedicated to providing individuals, families and institutions with comprehensive client services. He holds his Series 7 registration with LPL Financial, and his Series 66 securities registration with both Shepherd Financial Pa