Senior Investment Associate

As a dual US/UK citizen, Sam understands the investment challenges dual nationals face and enjoys the challenge of finding the best solutions to help give clients peace-of-mind.

In one form or another, Sam has been helping guide clients since 2006.  After studying for an MA in International Relations at St. Andrews University he started working for a non-profit in Washington D.C. helping freshmen Congressmen to set up their offices and settle in quickly, all the while ensuring that they didn’t lose touch with the voters that sent them there.

While a great experience he realised he wasn’t “political” enough to live inside the Beltway, so Sam went back to school in the UK, studying for an MSc in International Business.

After he completed his studies he moved into finance, starting at an investment bank helping early-stage tech businesses find capital to grow and develop. This was a great introduction to the world of financial services but Sam wanted to focus more on the “service” element, building relationships with clients to help meet their financial goals.

His next move to a private wealth manager combined a service focus with the challenges of meeting the investing needs of US citizens overseas.  After 4 years, he moved to a financial advisor based outside of London to focus more on the research side of investing.  The desire to solve the ongoing investment challenges faced by dual US/UK citizens stuck with him.

In 2020, he moved to Tanager, bringing 10 years of experience in financial services to the firm. He is very excited to join a talented and experienced team and to be part of a fast-growing wealth management firm that strives to provide the best investment and financial planning advice to Anglo-American households.

Sam is married with one daughter and many bikes. He enjoys spending time with his family when he isn’t cycling. Sam is also a supporter of the charity Right To Play that seeks to protect, educate, and empower children.

Contact Sam

Degree

MA International Relations, St. Andrews University

MSc International Business, Nottingham University Business School

Professional Qualifications & Memberships

Investment Advice Diploma, Chartered Institute for Securities & Investment

Certificate in Discretionary Investment Management, Chartered Insurance Institute

Specialties

  • Portfolio construction
  • Investment research

I’ve missed more than 9000 shots in my career. I’ve lost almost 300 games. 26 times, I’ve been trusted to take the game winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” – Michael Jordan