Sam Scherman
Portfolio Specialist at Moody Aldrich Partners, LLC | Marblehead, Massachusetts, United States
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Sam Scherman serves as a Portfolio Specialist at Moody Aldrich Partners, LLC, where he leverages his deep-seated passion for investment management and data-driven decision-making to optimize client portfolios. Since embarking on his journey in finance in 2012, inspired by Michael Lewis' "Moneyball," Sam has cultivated a robust understanding of investment strategies and financial markets. His expertise lies in applying analytical frameworks to identify opportunities and mitigate risks, ensuring that client investments are positioned for success in an ever-evolving economic landscape.
At Moody Aldrich, Sam is an integral member of the Portfolio Solutions Group division, where he collaborates with a talented team to develop tailored investment solutions that align with clients' unique financial goals. His proficiency in Microsoft Excel and other Microsoft Office applications enables him to conduct comprehensive financial analyses and present data-driven insights effectively. Sam's commitment to exceptional customer service ensures that clients receive personalized attention and informed guidance throughout their investment journey.
Key projects that Sam has contributed to include the development of innovative investment strategies that incorporate quantitative analysis and market trends, enhancing the firm's ability to navigate complex financial environments. His continuous pursuit of knowledge in probability theory and sports analytics not only fuels his investment acumen but also fosters a creative approach to problem-solving. As a Portfolio Specialist, Sam Scherman exemplifies the intersection of analytical rigor and client-centric service, making him a valuable asset to Moody Aldrich Partners and its clientele.
Portfolio Specialist at Moody Aldrich Partners, LLC in July 2023 to Present
Analyst at APS LABS, LLC (formerly Wanzenberg Partners, LLC) in June 2016 to June 2023
Director of Analytics at DFSKarma.com in September 2014 to May 2016
Summer Analyst at RBC Capital Markets in June 2014 to August 2014
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Miami University, Bachelor’s Degree, July 2026
Miami University John E. Dolibois European Center, July 2026
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Investment Strategies
Financial Markets
Microsoft Excel
Microsoft Word
Microsoft Office
Customer Service
PowerPoint
Investments
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Discover more about Moody Aldrich Partners, LLCWhat is Sam Scherman email address?
Email Sam Scherman at [email protected] and [email protected]. This email is the most updated Sam Scherman's email found in 2026.
How to contact Sam Scherman?
To contact Sam Scherman send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Sam Scherman work for?
Sam Scherman works for Moody Aldrich Partners, LLC
What is Sam Scherman's role at Moody Aldrich Partners, LLC?
Sam Scherman is Portfolio Specialist
What is Sam Scherman's Phone Number?
Sam Scherman's phone (413) ***-*141
What industry does Sam Scherman work in?
Sam Scherman works in the Financial Services industry.
Sam Scherman Email Addresses
Sam Scherman Phone Numbers
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