Bo supports the firm in his role as Investment Analyst by applying a sharp mind, genuine can-do spirit, and analytical expertise to investment research, trading, and portfolio management. At SAM, Bo is known for his generous smile and growth mindset, always focused on building better solutions for our clients and SAM’s long-term future.

Having joined SAM as an intern in 2013, Bo came on board as a full-time team member in 2015 after completing his studies at New York University, where he graduated with a B.S. in Finance and Statistics.

Bo grew up in South Florida rooting for the Miami sports teams, primarily the Miami Heat and Miami Dolphins. He enjoys reading (mainly sci-fi/fantasy novels) and volunteering with New York Cares.