Sam was born in Brooklyn Heights, NY, and raised in Tenafly, NJ.
She earned a certificate in Audio Engineering & Music Business before completing her BA at University of New Haven. After beginning her career as an audio engineer, she transitioned into financial services as a licensed Life & Health Insurance professional, finding a rewarding way to combine her passion for helping people with her commitment to outstanding client service.
Over the past 25 years, Sam has supported wealth management advisors, executives, and high-net-worth clients by building strong relationships, improving processes, and ensuring clients feel informed and valued.
Before joining Bridgewater Advisors, she lived in Panama for five years while working remotely with teams across the U.S. She is excited to bring her diverse background and client-first approach to the Bridgewater Advisors team.
Outside of work, Sam enjoys walking, traveling, exploring New York City, dining out, and watching podcasts on YouTube.
