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Sam is a portfolio manager and Vice President at Eaton Vance Investment Counsel and works primarily with individuals and families in managing their financial assets. He earned his Chartered Financial Analyst and Chartered Investment Counselor designations in 1978. Sam is a longstanding member of the Boston Security Analysts Society. He has over 35 years experience in the investment management industry primarily with Scudder Private Investment Counsel.
Prior to joining Eaton Vance Investment Counsel in 2004 Sam spent 33 years at Scudder and 4 years at The State Street Bank.
He is involved with numerous community and charitable organizations and also serves as a Trustee for many individuals and families.
Sam graduated from Harvard College in 1965 and received his MBA from Boston University in 1971. | 