Samuel E. Kaplowitz

Vice President / Investment Advisor
(203) 927-7644
This email address is being protected from spambots. You need JavaScript enabled to view it.

Samuel Kaplowitz is a wealth manager who has been in the investment management industry since 2009. Previously, he worked at Merrill Lynch and Wells Fargo where he developed his goals-based investment management process.

Sam graduated with a bachelor’s degree in Business Administration with a concentration in Marketing from Southern Connecticut State University and subsequently earned a master’s degree in Business Administration from Post University.

Sam is a member of the Medical Reserve Corps and the President of the local Parent Teacher Association. He resides with his wife and two children in central CT.

Breachway Investments, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Breachway Investments, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Breachway Investments, LLC unless a client service agreement is in place.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © Breachway Investments | Powered by AdvisorFlex