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Sam Harris, CFA
Chief Investment Officer | Founders Group — UBS Private Wealth Management
Sam Harris, CFA is an experienced Investment Officer with a background in finance and economics. He received a Bachelor of Science degree in Finance and Economics from NYU's Stern School of Business, and has worked his way up the ranks at Morgan Stanley, from Intercompany Finance Analyst to Assistant Vice President, and eventually to his current position as Investment Officer. Sam has also worked as a Valuation Analyst and Investment Management Finance Analyst at Morgan Stanley.
In addition to his work in finance, Sam has experience in a variety of other roles, including Executive Assistant to the CEO at Genesys Partners, Inc., Office Assistant at NYU Wasserman Center for Career Development, Sales at Sports Authority, Intern at Weiner & Weiner, Attorneys at Law, and Assistant Site Supervisor at Omega Homes.
Sam's diverse background has given him a unique perspective and a broad skill set that he brings to his work in investment management. He is a Certified Financial Analyst and has expertise in valuation analysis, financial modeling, and investment management.