Sam is an Associate, Private Wealth Services at Cresset. In this role, he partners with advisors to deliver personalized wealth management solutions, providing operational support and client service to help individuals and families achieve their financial goals.
Prior to joining Cresset, Sam worked as a Licensed Client Service Specialist for Wells Fargo Private Bank, where he gained experience supporting high-net-worth clients with their banking and investment needs.
He earned his Bachelor of Science in sport management with a minor in business law from the University of Minnesota.
Based in Minneapolis, Sam enjoys running around the city’s lakes, cheering on the Vikings, and spending quality time with family and friends.