Sam has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. She serves as the point of contact for clients and manages their portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.

She joined Tiedemann when the firm merged with Presidio Capital Advisors, where Sam was on the wealth advisory team. From the Presidio office in Washington D.C., she advised clients on portfolio construction and asset allocation to create customized financial solutions. Prior to Presidio, Sam worked with ultra-high-net-worth individuals and families at Convergent Wealth Advisors.

Sam is a Certified Financial Planner™ professional and a member of the Investment Management Consultants Association and earned a Bachelor of Arts degree from Smith College.