Experience

Sam joined Evelyn Partners in 2019 having graduated from Durham University with a Master’s of Mathematics. He holds the Investment Advice Diploma and Level 7 Diploma in Wealth Management.

Sam has experience managing investments on behalf of charities and private clients.

Notable client work and achievements

Sam is a member of the Institutional Charities Team and has worked with charities since the beginning of his career. He has experience working with schools, grant makers, and animal charities among others. He is also involved in the investment process as an analyst covering the industrials sector.

Professional qualifications and memberships

Chartered Member of the Chartered Institute for Securities & Investment (CISI)