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Sam Shore

Active Trader Strategy Desk at Fidelity Investments

Sam Shore, CMT is a finance professional with extensive experience in the investment industry. He currently serves as the Director of Investment Strategy at AE Wealth Management, LLC, a position he has held since July 2022.12 In this role, he oversees the investment management of AE Wealth's direct indexing offerings and is responsible for complex trade execution for all model portfolio strategies.2

Prior to his current position, Sam worked at Fidelity Investments for over a decade, where he held several roles:

  1. Active Trader Strategy Desk (January 2016 - February 2021): He engaged high net worth clients in sophisticated trading strategy discussions, providing personalized education on stock/ETF research, charting, advanced option strategies, and risk management.2

  2. Trade Execution Representative III (June 2011 - January 2016): He provided trade execution support for active traders and aided clients in understanding and managing risk.2

  3. Financial Representative (June 2010 - May 2011).2

Sam Shore holds a Bachelor of Arts degree in International Relations from Michigan State University (2006-2010).1 He has obtained several professional certifications, including the CMT Charter from the CMT Association, Inc. in July 2018, as well as Series 4, Series 63, Series 66, and Series 7 licenses from FINRA.12

Throughout his career, Sam has been involved in various aspects of trading and investment strategy, including technical analysis, options trading, and risk management. He has also made public appearances on platforms such as Cheddar TV and podcasts like Morning Brew, discussing market-related topics.2

Highlights

Sep 30 · am.jpmorgan.com
[PDF] JP Morgan Mid Cap Growth Strategy
Feb 3 · theorg.com
Sam Shore - Director Of Investment Strategy at AE Wealth ... - The Org
Jan 1 · fidelity.com
Active Trader Solutions from Fidelity
Sep 30 · fidelity.com
Active Trader Pro: Getting started - Fidelity Investments

Related Questions

What specific strategies does Sam Shore use for high net worth clients?
How does Sam Shore's experience at Fidelity Investments compare to his role at AE Wealth Management?
What are some key takeaways from Sam Shore's webinars on technical analysis?
How does Sam Shore's approach to risk management differ from other trading strategists?
What certifications has Sam Shore obtained and how do they impact their trading strategies?
Sam Shore
Sam Shore, photo 1
Sam Shore, photo 2
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Location

Dallas/Fort Worth Area