Head of Funds Management
Sam has almost 20 years experience in financial services, including retail banking and funds management in both Australia and the United Kingdom.
Sam has extensive knowledge of the third party distribution space, especially in regard to retail investment platforms, Wraps and SMSF’s. Sam's area of expertise includes: relationship management, funds management, business development, marketing, strategic planning, product management, operations management and portfolio management. Sam also has experience in property development as he has successfully developed a number of projects for his private family company.
Sam’s role is to oversee the funds management within PE Capital.