Samuel joined Homrich Berg in November 2023 as a Senior Associate with the HB Family Office in Palm Beach Gardens. He specializes in guiding Family Office clients through the intricacies of their financial planning, offering tailored solutions to meet their diverse and complex needs.
He brings seven years of valuable experience from the SEI Private Wealth Management division in Oaks, PA where he was an Account Manager who oversaw the daily responsibilities and aided in providing advice to ultra-high-net-worth families.
He is a proud alumnus of Bucknell University, where he received a bachelor’s degree in biology with a minor in economics. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Originally from Philadelphia, and now residing in South Florida, Samuel enjoys various activities. He cherishes moments spent playing golf alongside his family, pickleball matches with friends, passionately supporting Philly sports teams, and the thrill of shark tooth hunting on the beach with his wife, Zina.