Sam is an Associate Director at Requisite Capital Management. He is responsible for data aggregation using the Addepar investment management platform, Alternative Investment due diligence and client-focused special projects.
As a CERTIFIED FINANCIAL PLANNER™ professional, Sam has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Sam is a recent graduate of Southern Methodist University's Cox School of Business with a major in Finance and a minor in Sports Management. During his studies, Sam completed an internship with UBS in Chicago as part of an ultra-high-net-worth wealth management team. During his senior year, he also held an internship with Publicis Hawkeye, a sports marketing firm located in Dallas.
Born and raised in Cincinnati, Ohio, Sam now lives in Uptown Dallas.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.