Principal & Senior Portfolio Manager
Joined Bahl & Gaynor in 2015
Joined industry in 2008
Prior to joining Bahl & Gaynor full-time in 2015, Sam served in the United States Army as a commissioned officer, achieving the rank of Captain. During his undergraduate studies, he also interned with Bahl & Gaynor. Following his full-time transition to the firm, Sam worked as a Portfolio Analyst before advancing to his current role as Portfolio Manager.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2017), College for Financial Planning
- Bachelor of Science in Business Administration (2010), Xavier University, Major: Finance
Affiliations
- CFA Society of Cincinnati, Affiliate Member
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Xavier ROTC Alumni Advisory Board, Member
