
Sam joined Howland Capital in 2020 and serves as a Portfolio Manager, leveraging his extensive expertise in investment research and analysis to support the firm’s mission of delivering tailored financial strategies to clients. Sam originally started at the firm as an intern, where he worked closely with the Investment Team, honing his skills in evaluating equities and multiple asset classes. His later work as an analyst and assistant portfolio manager further solidified his reputation for conducting in-depth investment research and sourcing innovative investment ideas.
Sam holds a Bachelor’s degree in Business Administration with a concentration in Finance from Babson College. He has earned the Chartered Financial Analyst ® designation and is a member of the CFA Society Boston. Recently, Sam furthered his industry knowledge by earning a certificate from the American Bankers Association after completing the ABA Wealth and Trust School Level 1 program, enhancing his capabilities in wealth and trust planning.
Sam enjoys golfing, fishing, and skiing, and his passion for music leads him to play bass guitar in a band that performs across the Boston area.
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CFA Society Boston
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