Vice President, Portfolio Manager
South Pasadena, CA
Sam is a Vice President, Portfolio Manager with the Whittier Trust Company of California. He advises clients on how to optimize risk-adjusted returns, after taxes, for each of their unique circumstances. For Whittier’s core equity strategies, he covers the Consumer Discretionary and RBT sections. He is also the lead analyst on Whittier’s SMID Cap strategy. Sam is a member of the Investment Committee at Whittier Trust.
Prior to joining Whittier Trust, Sam worked as an equity research analyst at Thornburg Investment Management. Before his career in finance, he wrote and developed TV pilots for sitcom producer Michael Borkow.
Sam received his MBA from UCLA Business School with an emphasis in Finance. He is a CLUB charter/holder and member of the CFA Society of Los Angeles. Sam earned his bachelor’s degree at Yale University.