We Are SAM
A mindful approach to multi-generational wealth advisory
Satovsky Asset Management (SAM) was established in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. By focusing on the little things, and coaching our clients every step of the way, we have proudly grown the SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world.
Committed to Fiduciary Excellence
Research
Driven by evidence-based research, our tailored portfolio solutions bring your interests into alignment with the latest in science, technology and academia.
Meaningful Relationships
Here, everyone is treated like family. We seek to build meaningful life-long relationships based on trust, integrity, and a familiarity that goes beyond the traditional wealth advisor relationship.
Continued Education
We put great emphasis on continued education and staying abreast of industry trends and developments to maintain the highest standard of expertise, tools, and practices.
Bringing together diverse skillsets and expertise to serve you
At SAM, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.
Avi Berg
Chief Investment Officer
Lauren Fisher
Client Service & Event Coordinator
Bo Lan
CFA®
Investment Analyst
Alicia Vignola
Head of Operations
Frank Torrone
CFP®
Wealth Strategist
Christine Lucero
JD, CFP®, CPWA®
Head of Private Wealth, CCO
Jonathan Satovsky
CFP®, ChFC®, CIMA®, CPWA®, CDFA®, DACFP
CEO, Chief Behavioral Coach
Wealth is the ability to fully experience life.
HENRY DAVID THOREAU
Invested in the
Wellbeing of Others
We passionately believe in the value of philanthropy and playing an active role in our community. Each year a portion of our annual profits is gifted to charitable causes, community programs and global impact initiatives.