Sam joined Frisch Financial Group in 2024 as a Portfolio Analyst, bringing 10 years of experience in operations, accounting, fund management, and trading. He is a member of the investment team, working alongside others in managing the firm’s investment strategies and ensuring each client’s portfolio aligns with their goals.
Sam graduated from the Zicklin School of Business at Baruch College (CUNY) in 2015 with a Bachelor of Science in Finance.
He considers himself a mix between a “self-improvement junkie” and a DIY handyman. One minute he’s listening to how Warren Buffett built an empire, and the next, he’s fixing a leaky faucet!
