Sam J. Morris

Senior Associate

Originally from Mequon, Wisconsin, Sam enjoys playing hockey, golf and tennis and is a big fan of Milwaukee and Wisconsin professional sports, including the Bucks, Brewers and Packers. He’s also a podcast enthusiast, listening to daily and weekly shows on topics from sports to American and European history, to comedy. Nerdy financial markets books such as “The Big Short” are also favorite reads.

He enjoys travel to Europe and highly recommends a visit to Granada, Spain. Sam is a Level II Candidate for the Chartered Financial Analyst (CFA) program.