Sam joined Coho Partners in 2022 to support the Coho Private Wealth team in investment and client-relations capacities. He has six years of experience in the financial industry.
Prior to joining Coho, Sam was a research analyst at Lincoln Investment Planning for five years. His responsibilities included performing manager research and evaluating and monitoring ETF products for potential inclusion in portfolios.
Sam received a Bachelor of Science degree in finance from The Pennsylvania State University. He is a Chartered Financial Analyst® charterholder.