Mgr., Fixed Income - Investment Management and Research
Sam first started with Commonwealth as a research team intern in 2013. He joined the team full-time in 2015 and worked as an investment research associate and fixed income analyst before assuming his current role as a senior investment research analyst in 2019. As a senior analyst, Sam’s primary responsibilities include analyzing individual municipal bonds, responding to advisor inquiries, providing analytics and research support to the PPS Select SMA municipal bond strategies, and drafting market research and commentary. Sam graduated from Tufts University with a degree in economics. Currently, he is a Chartered Financial Analyst® (CFA®) candidate level II.