Shawn Samperi, CIMA®

Member, Senior Advisor

Shawn is a Member of the Firm and Senior Advisor, with responsibilities in both the Private Wealth and Institutional Advisory practices. He has responsibility for servicing high-net-worth individuals, family offices, ERISA plans, endowment and foundation clients. Shawn has more than 28 years of experience in investment/portfolio consulting, financial planning and estate planning, and consults in the areas of portfolio strategy, design, implementation and support. Prior to joining the firm, he served as Director in PricewaterhouseCoopers LLP’s Personal Financial Services practice for 12 years. He also served as a Senior Associate for five years at the AYCO Company LP (subsequently a unit of Goldman Sachs), a national corporate executive consulting firm, where he worked with top executives at companies such as AT&T, DuPont, Exxon and Merck, as well as numerous high-net-worth individuals and business owners. Prior to that, he served four years at New York Life and Prudential as an insurance and employee benefits representative. Shawn holds a B.S. degree in Finance from Siena College and an MBA in Finance from Rutgers University Graduate School of Management. He also holds the Certified Investment Management Analyst® (CIMA) credential from the Investment Management Consultants Association® (IMCA).