Sam Harris
Founder | Private Wealth Advisor | Fiduciary at Patina Wealth LLC | Greater Charlottesville Area
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As the Founder and Private Wealth Advisor at Patina Wealth LLC, Sam Harris is dedicated to delivering objective and transparent investment advice tailored to the unique needs of his clients. With a strong emphasis on fiduciary responsibility, Sam ensures that his clients' interests are always prioritized, fostering a relationship built on trust and integrity. His expertise in equity research, asset management, and wealth management services positions him as a knowledgeable guide for individuals seeking to navigate the complexities of financial planning and investment strategies.
At Patina Wealth, Sam specializes in helping clients build their nest eggs to secure a comfortable retirement lifestyle. He understands that each client's financial journey is distinct, and he employs a personalized approach to asset allocation and investment selection. By leveraging his skills in alternative investments and mutual funds, Sam crafts diversified portfolios that align with his clients' risk tolerance and long-term goals.
In addition to working with individuals, Sam also provides strategic financial guidance to small businesses, helping them optimize their investment strategies and plan for sustainable growth. His commitment to education and empowerment is evident in his proactive communication style, ensuring that clients are informed and confident in their financial decisions. As a trusted advisor in the wealth management industry, Sam Harris continues to make a meaningful impact on the lives of those he serves, guiding them toward a secure and prosperous financial future.
Founder | Private Wealth Advisor | Fiduciary at Patina Wealth LLC in July 2016 to Present
Partner at TFS Capital LLC in July 2007 to June 2016
Director at TFS Capital LLC in March 2004 to June 2007
Senior Institutional Investment Analyst at Wells Fargo Advisors / Wachovia Securities / First Union Securities (through acquisitions) in June 2000 to March 2004
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Portfolio Diversification
Risk Management
Financial Planning
Equity Research
Portfolio Performance Analysis
Investment Portfolios
Team Leadership
Investments
Asset Management
Mutual Funds
Alternative Investments
Portfolio Management
Equities
Asset Allocation
Hedge Funds
Financial Services
Securities
Investment Management
Wealth Management
Finance
Investment Strategies
Fixed Income
Wealth Management Services
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Discover more about Patina Wealth LLCWhat is Sam Harris email address?
Email Sam Harris at [email protected]. This email is the most updated Sam Harris email found in 2026.
What is Sam Harris phone number?
Sam Harris phone number is +18043801050 and +14342140407.
How to contact Sam Harris?
To contact Sam Harris send an email to [email protected]. If you want to call Sam Harris try calling on +18043801050 and +14342140407. (updated on November 04, 2024)
What company does Sam Harris work for?
Sam Harris works for Patina Wealth LLC
What is Sam Harris's role at Patina Wealth LLC?
Sam Harris is Founder | Private Wealth Advisor | Fiduciary
What industry does Sam Harris work in?
Sam Harris works in the Financial Services industry.
Sam Harris Email Addresses
Sam Harris Phone Numbers
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