Sam Sack

Background

About Sam Sack

Sam Sack CFP®, CRPC™ has been providing bespoke investment strategies, steadfast guidance, and exceptional service to clients of The Sack Group since 2015. Prior to joining the team, he oversaw the settlement of global equity, fixed income, and over-the-counter derivative trades for alternative investment firm Tudor Investment Corporation in Greenwich, Connecticut. He also oversaw operational risk reporting for over-the-counter-derivatives within the multi-asset client services division at Morgan Stanley. With an approach that isn’t swayed by fads or emotional investing, Sam’s careful and strategic methodologies seek to result in the steady, long-term growth of his clients’ portfolios, often over many generations. He considers it a privilege to improve clients’ lives by guiding them through complicated financial decisions. His perspective has earned him not just client referrals (the greatest compliment), but acclaim; in 2020, Sam was recognized as one of the country’s top next-generation wealth advisors by Forbes and Shook Research. Sam received his bachelor’s degree in economics from Gettysburg College, from which he graduated with honors and as a member of the National Economics Honor Society, Omicron Delta Epsilon. He is also a graduate of Choate Rosemary Hall and a lifelong resident of New York City and the tri-state area. When Sam isn’t working with his clients to help them protect and grow their wealth, he enjoys beekeeping, staying active, and spending time in nature, whether that’s in Central Park or along the Connecticut shoreline.