Broker Check
Aaron Sams

Aaron Sams

Senior Research Analyst

Aaron is the Senior Research Analyst and Portfolio Manager and member of the firm’s investment committee.  Aaron is responsible for overseeing investment research and managing the firm’s model portfolios.

He earned his Chartered Financial Analyst ® designation and is a member of the local CFA society.

Outside the office, Aaron enjoys spending time with his wife, Bethany and their four children, reading, traveling and working outdoors on his property.

“Investing is most intelligent when it is most businesslike.” Benjamin Graham