Sam manages advisory and discretionary portfolios on behalf of individuals, trusts, charities and pension fund clients. Sam also co-manages the TB Opie Street Funds with Edward Sidgwick. In addition to his investment management responsibilities, Sam is also responsible for fixed income research.
Sam graduated from the University of Exeter in 2006 with a degree in Politics. After joining Barratt & Cooke in October 2006 and initially working in the corporate action and probate departments, Sam then moved into the dealing department before joining the advisory department in 2009.
Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment and became an Associate Director in January 2018.