Sam has over 12 years of experience in the financial industry holding various positions in Asset Management and Financial Services. Serving as Ballentine Capital Advisor’s Financial Planning Analyst & and Client Services Specialist, Sam will assist their advisors and work closely with clients to examine and prepare custom strategies to determine how to best accomplish clients’ financial goals.
Sam holds a Bachelor of Business Administration (BBA) from Temple University’s Fox School of Business, passed Level 1 of the Chartered Financial Analyst (CFA) program, and is currently enrolled in the Certified Financial Planning (CFP) program at Stockton University.
Sam and his wife Melissa live in Simpsonville, South Carolina. They have three wonderful children, Juliano, Colette and Claudia. Sam also holds dual citizenship with Italy and continues to carry traditions passed down to him like making homemade wine. As a Philadelphia native, Sam enjoys rooting for Philadelphia sports teams, playing golf, tackling DIY projects, and spending time with his family.
About us
Ballentine Capital Advisors is built on the philosophy that “We succeed when our clients succeed.” Our wealth management firm, through our years of experience and professional credentials, specializes in a focus on retirement, retirement income, and wealth planning. At Ballentine Capital Advisors we seek to serve our clients wealth needs through providing premier advice and service in wealth management. We seek to passionately and empathetically provide the highest standard of fiduciary care, always putting our partner’s clients’ best interest before our own.