In 2023, Sam joined Epworth as a Fund Manager, bringing with him 6 years experience in share trading and wealth management. A Chartered Financial Analyst (CFA) and member of the Chartered Institute for Securities & Investment (CISI), Sam also holds a Bachelor of Commerce in Finance and Accounting. 

Sam began his career in stockbroking and wealth management, working across trading, investment strategy, and the management of private client portfolios. Alongside his fund management responsibilities, Sam plays an active role in supporting our discretionary client service, helping oversee day to day management of client portfolios.