Sam Holbert, CFP®, CPWA®
Managing Director – Private Client Group
Sam joined SCS Financial Services in 2009. As head of the New York City office, Sam works with clients to develop and implement customized investment and wealth management solutions, including portfolio design, income and estate tax strategies, family governance, and cash flow planning. Prior to working in the New York City office, Sam worked for 5 years on the Boston-based client service team. He graduated from the University of Virginia with a BA in Economics and Psychology, holds his CFP® certification and is a Certified Private Wealth Advisor® professional.
