Sign In

Sam Harris, CFA

Chief Investment Officer | Founders Group — UBS Private Wealth Management

Sam Harris, CFA is an experienced Investment Officer with a background in finance and economics. He received a Bachelor of Science degree in Finance and Economics from NYU's Stern School of Business, and has worked his way up the ranks at Morgan Stanley, from Intercompany Finance Analyst to Assistant Vice President, and eventually to his current position as Investment Officer. Sam has also worked as a Valuation Analyst and Investment Management Finance Analyst at Morgan Stanley.

In addition to his work in finance, Sam has experience in a variety of other roles, including Executive Assistant to the CEO at Genesys Partners, Inc., Office Assistant at NYU Wasserman Center for Career Development, Sales at Sports Authority, Intern at Weiner & Weiner, Attorneys at Law, and Assistant Site Supervisor at Omega Homes.

Sam's diverse background has given him a unique perspective and a broad skill set that he brings to his work in investment management. He is a Certified Financial Analyst and has expertise in valuation analysis, financial modeling, and investment management.

Highlights

Nov 15 · linkedin

Hi Everyone!

I do not post on LinkedIn often, but wanted to share a project I’ve been working on to help support the survivors of Hamas’s October 7th attack of Israel. Lots of money being raised has been going to supplies, guns and ammo, but our cause is to directly fund help for the families who lost loved ones or are still missing family and friends. Many of these survivors and their families will need support for years to come, not just rebuilding homes but mental health support as well.

Please join me on December 2nd to support this great cause! It will be a blue tie gala in NYC and would love to see many of you there. I understand the holidays are upon us so if you’re unable to make it any donation is appreciated!!

Feel free to reach out with any questions or more information!

Am Yisrael Chai!

Jan 13 · linkedin

I’m happy to share that I’ve been promoted to Vice President, Portfolio Manager at Morgan Stanley!

Related Questions

What specific strategies does Sam Harris focus on for his clients?
How long has Sam Harris been with UBS?
What qualifications does Sam Harris have besides being a CFA?
What types of clients does Sam Harris typically work with?
Can you provide examples of Sam Harris's success stories?
Sam Harris, CFA
Sam Harris, CFA, photo 1
Sam Harris, CFA, photo 2
Add to my network

Location

New York City Metropolitan Area