Prior to joining Milestone, Sam worked in Institutional Sales at Dakota Funds Group, where he helped develop relationships with prospective clients and coordinate internal sales efforts. Previously, Sam was an Analyst in the Business Development group at Hamilton Lane.
Sam earned his B.S. in Finance from the Carroll School of Management at Boston College.
Sam grew up in the Philadelphia suburbs and is an avid golfer. When he’s not on the golf course, Sam enjoys supporting all of the Philadelphia sports teams, trying new restaurants, traveling, and playing with Tucker, his Weimaraner.
Sam is a board member of the Young Leaders Association for Back On My Feet, a nonprofit focused on fighting homelessness. He is also on the Alumni Council at The Haverford School.