Sam Holbert, CFP®, CPWA®
Managing Director
Private Client Group
New York, NY
As a Managing Director in the Private Client Group, Sam works with ultra‑high‑net‑worth families to develop and implement highly customized wealth and investment management solutions. His work spans portfolio design, income and estate tax planning, family governance, charitable strategies, and cash‑flow planning, with an emphasis on aligning financial decisions with long‑term family objectives.
Sam is passionate about helping families navigate the intersection of finances, family goals, and generational dynamics. By engaging all key stakeholders, translating complex concepts into clear and actionable guidance, and balancing quantitative outcomes with human priorities, he strives to deliver solutions that achieve not only financial objectives but also the less tangible goals that matter most to the families he serves.
Experience
- Joined SCS in 2009 and brings more than 16 years of experience in wealth management
- Initially was based in this Boston office before helping launch and build the New York City office
- Over the past decade, has built and led a strong team while cultivating long‑term relationships with a diverse group of families
Education & Credentials
- B.A. in Economics and Psychology, University of Virginia
- Certified Financial Planner (CFP)
- Certified Private Wealth Advisor (CPWA)
- 21/64 Certified Advisor
Beyond SCS
Sam lives with his wife and two children, and enjoys spending time outside whenever possible, including coaching little league, hiking, and playing golf.
