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Our team of professionals hold a diverse array of certifications and licenses, including JD, CFP®, CPWA®, CIMA®, ChFC® and CFA® designations.
For over 25 years, Jonathan has started with a simple question – How can I help?
Driven by a deep curiosity and insatiable appetite for learning, his life’s passion is to solve challenges for others and unlock people’s potential to pursue their dreams. With a commitment toward immersive research, continued education, and client service, Jonathan has grown a loyal and committed clientele of family-based, multi-generational relationships.
In his dual role as CEO and Chief Behavioral Coach of SAM, Jonathan provides leadership, coaching, advanced financial planning, and oversight across client relationships and business operations. A creative at heart, Jonathan is always drumming up new ideas and seeking solutions to give his team and clients the greatest probability of sustainable success.
Prior to founding SAM in 2007, Jonathan served over 13 years at American Express Financial Advisors where he was recognized by the Chairman Advisory Council as one of the youngest top 10 advisors at the company. Throughout his tenure at American Express, Jonathan held a true fiduciary mindset, building financial plans and investment portfolios for institutions and individuals while maintaining his deep-seated commitment to serving their best interests.
Jonathan holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), and Certified Private Wealth Advisor (CPWA®) designations. He also holds a Certificate in Applied Behavioral Finance from the Investments & Wealth Institute and participated in a Private Wealth Management Program at The Wharton School in conjunction with the Institute for Private Investors.
A graduate of the class of 1992, Jonathan is a proud multi-generational alumnus of the University of Michigan.
Outside the office, he spends most of his time reading and learning, or connecting with nature through a round of golf, skiing, playing tennis, or taking the dogs for a walk on the beach.
Being born in Ann Arbor, Michigan, maize and blue bleed from my veins. Reflecting on my own journey, having graduated in 1992 with a degree in business, communications, and psychology, I realize these remain the core attributes of my practice today in helping others on their journey towards financial freedom, peace of mind, and a lifetime of abundance and adventure.
Christine joined SAM in June 2013 and currently serves as Head of Private Wealth and Chief Compliance Officer (CCO). A wearer of many hats, Christine is involved in all aspects of financial, estate, and tax planning for clients and oversees the firm’s compliance program. Her passion for learning and finding the right solutions for clients has inspired her continued commitment to excellence through the years.
Prior to joining SAM, Christine worked for Atlantic Trust Private Wealth Management as a Senior Vice President and Wealth Strategist, and for Fidelity Investments as an Estate Planning Specialist.
Christine holds a Bachelor of Arts from Boston College and graduated cum laude from Suffolk University Law School. She is a member of the Massachusetts State Bar and holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations. She also holds a certificate in Applied Behavioral Finance from the Investments & Wealth Institute, is an alumna of Vistage International Group, and is currently a member of the Estate Planning Council of New York City, Inc.
Christine enjoys spinning, is an avid reader, and volunteers at a local animal sanctuary in her free time.
In law school, the courses that interested me the most were those related to taxes and estate planning. Upon graduating, I worked at a large mutual fund firm where the opportunities to grow and learn were abundant, including the opportunity to attain my CFP® designation and broaden my planning toolkit. It wasn’t long before I found that I had the will, skill, and passion for helping clients well beyond estate planning, so I transitioned to a wealth manager role.
As Head of Investments & Business Operations, Jason brings analytical precision and a deep commitment to simplified client solutions. He supports the firm with client service, portfolio strategy and oversight, and overall firm operations.
Prior to joining SAM in October 2018, Jason served over 14 years working in multi-asset research, portfolio management, and equity research at Price Waterhouse Coopers, Morgan Stanley, and J.P. Morgan, where he led the development and +$20B growth of a core wealth management solution platform. At JP Morgan, he also worked as an equity research analyst for a Morningstar 5-star rated small-cap equity fund.
A graduate of Lehigh University, where he studied sciences, finance, and communications, Jason holds a B.S. and is a Certified Financial Analyst (CFA®) charter holder. At SAM, he also has been granted an honorary degree in investigative questioning – you can always count on Jason to get to the heart of any problem, or as he would say, any opportunity.
Outside the office, Jason enjoys spending time with his wife and two kids and visiting Florida where he grew up. Jason is an avid sports fan. Having played football in college, he is passionate and loyal towards this great sport, as it fosters a true commitment to teamwork.
I learned finance from my grandfather at the ripe age of 10 years old. Early on, I observed and learned from others the importance of making good financial decisions, as well as the ramifications of making poor ones. I enjoy sharing my knowledge to see others flourish in an area that is unfortunately, not taught to us in school.
In his role as Wealth Strategist, Frank is committed to helping clients achieve their goals in an efficient and sustainable way. He brings an unparalleled degree of personalized attention, calm assurance, and technical experience to servicing all client planning and relationship needs.
Prior to joining SAM in 2019, Frank served 8 years with Mariner Wealth Advisors and Lenox Wealth Advisors. He gained experience working with clients to structure financial planning, tax, and risk management solutions.
A graduate of Fordham University, Frank holds a B.S. in Business Administration with concentrations in Finance and Business Economics, and in 2015 earned his Certified Financial Planner (CFP®) designation.
Frank is a true outdoorsman, enjoying everything from fishing to hiking and skiing.
Money and finances are one of the leading causes of stress in the United States, and most of that stress comes from the lack of knowledge people have about personal finance. Not only do I love to help people achieve their financial goals, but my aim is to provide education and foster healthy habits in the process with the goal to reduce money-related stress and anxiety.
Alicia serves as the Director of Business Administration, responsible for managing all aspects of Human Resources, Business Administration, and Office Management. Since joining the firm in 2014, she has grown considerably and has been instrumental in building out SAM’s internal operations department while continuously working to ensure a seamless and memorable client experience.
Alicia began her career in financial services at Capital One, where she supported client account management and excelled in customer service. She holds a Bachelor of Arts and is currently a member of Vistage Worldwide Emerging Leaders Group.
Outside of the office, Alicia enjoys being active and can be found hiking, snowboarding, participating in Spartan races, and coaching her son’s soccer team. Alicia also has a passion for drawing, playing the piano, and cooking.
I adapt to changing environments exceptionally well, having lived in and visited many countries around the world. I believe my exposure to many different cultures has helped me on my professional journey by teaching me to respect and listen to my colleagues, to absorb information to learn and grow, and to find the best ways to implement action amidst differing perspectives.
Ben is the jack-of-all-trades when it comes to client service. In his role as Client Operations Associate, he supports the firm with client account operations, meeting preparation, and data reporting, all while finding innovative ways to create the best client experience possible. At SAM, Ben is best known for having a find a way attitude, a keen eye for detail, and a love for helping others achieve their best.
Prior to joining SAM in 2019, Ben served nearly 2 years at The Capital Group, American Funds, where he gained experience in investment management, investment operations, and mutual fund pricing.
A graduate of Davidson College, Ben holds a B.S. in Psychology and a minor in Economics. While at Davidson, Ben was a four-year member of the Varsity Football Team. Today, he loves to be outdoors playing volleyball, taking walks by the East River, and of course, always showing up to support the Cleveland Browns.
I have always taken an interest in finance, and I believe sound financial decision-making is part of the foundation that allows people to live their lives to the fullest and see their dreams turn into reality! I take pride in making sure the little things are done right. Knowing that everything I do plays a role in helping others live out their dreams keeps me inspired and motivated each day.
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.
I had an affinity for math and statistics growing up, so I was always naturally interested in markets and investing. I grew up with parents who taught me the importance of saving and investing, but I don’t think I appreciated their guidance enough until I experienced it firsthand during 2008. Wanting to help people through times like those really guided my decision to pursue this career path.
In her role as Business and Marketing Coordinator, Luisa supports client service, marketing and communications efforts, and internal operations. Clients are sure to speak with her when scheduling meetings and interacting with our client service team. She works to leverage everyone’s time — ensuring our clients are cared for and that our team is responsive, efficient, and attentive.
Before joining SAM in 2018, Luisa served as a Management Analyst for the US Army in Germany, where she gained unique experience in organizational management and operations.
She is a graduate of The University of Texas and completed an MBA at Fordham University. Luisa speaks multiple languages (English, Spanish, German, and Italian), loves to travel, and finds great joy in learning about world cultures.
Most of us are conditioned to live independently and rely solely on our skills and efforts to succeed. An important lesson I learned in the military is we can’t do everything on our own — there is no “I” in “teamwork.”
My career in this industry has emphasized the importance of teamwork. Financial literacy is not a common part of everyone’s educational upbringing, but it is a fundamental skill required by every individual to succeed. Being part of a team committed to enabling clients to make better decisions and become financially independent is very gratifying.
Jacob brings a diverse background and deep-seated passion for building future-oriented solutions to his role as Associate Wealth Strategist. He supports the firm with enriched client service and contributes to strategic business initiatives.
Jacob joined SAM in 2020 after spending a few summers working for a private wealth manager based out of San Antonio, TX. While in college, he also consulted for a tech startup developing a financial model for their Series B round and leading the development of their M&A strategy.
Jacob graduated Cum Laude with High Honors from Harvard University with a degree in Comparative Religion.
Outside the office, Jacob is an avid woodworker, marathon runner, and huge sports fan. He is also heavily involved in Jewish communal work and enjoys volunteering with children with special needs.
My passion has always been helping others. Since I was young, I’ve seen the stress that financial decision-making can put on people. My goal is to be able to take that stress off others so that they can be confident in the knowledge that they will have the money to do what they want and need to do no matter what happens. I want people to know that their finances are taken care of so that they can live their lives and do what makes them happy.
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