Sam is a Junior Trader/Research Analyst for Vantage Investment Partners. He trades securities in multiple industries and asset classes and works closely with our Portfolio Managers to identify and execute trades for discretionary institutional and high net worth clients. Prior to joining Vantage, Sam was a Senior Fund Accountant at State Street Corporation.
Sam graduated from the University of Missouri where he majored in Business Administration with a dual emphasis in Finance & Banking and Economics. Sam is a member of the CFA Institute and the local Financial Analyst Society in Kansas City. Sam is a CFA Charterholder.