Sam Trumps is a senior associate relationship manager in Newton, MA.

Sam provides comprehensive wealth management and financial planning services to individuals and families, helping them build, manage, and preserve their wealth. He brings deep industry experience from roles at Bloomberg and Invesco, where he focused on portfolio analytics and alternative investments. He has also spent time at a single-family office, providing investment oversight for an ultra-high-net-worth family.

Sam earned his Bachelor of Arts degree in economics and business from Virginia Military Institute, where he served as class treasurer and chairman the school’s investment group.

Outside of work, Sam enjoys spending time outdoors, particularly fly fishing and skiing. He also loves going to new restaurants in Boston with his wife and trying (unsuccessfully) to keep up with her on the tennis court.