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.