Sam has over ten years’ investment management experience and holds the Chartered Financial Analyst (CFA) designation, the industry’s most highly regarded qualification. He previously managed multi-asset portfolios in London at Aberdeen Group, Kingswood and Canaccord Wealth, and was named in Citywire’s Top 30 Under 30 in 2022. He subsequently founded and ran an investment consultancy, working with financial advisers and asset managers. Sam joined Albert E Sharp in summer 2026 as an Investment Manager, managing private client portfolios and leading the firm’s open-ended fund research.