Sam is bfinance’s head of client consulting for the UK and Ireland, a market representing more than 20% of the firm’s revenues. He joined bfinance in 2004 where, as a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinance’s largest Corporate and Local Authority Pension clients in the UK. More recently, Sam led the expansion of bfinance into the US and bfinance’s activities with the LGPS Pooling organisations. Sam advised on the design of the ACCESS Pool private markets proposition and is leading the Private Markets procurements for Wales Pension Partnership.
In 2020, Sam was appointed as Independent Adviser to Cambridgeshire Pension Fund. Prior to bfinance, Sam spent 4 years with Standard & Poor’s in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.