Samuel D. Webster CIMA®
Sam’s primary responsibilities at Signal Ridge Capital Partners include overseeing the firm’s comprehensive planning efforts and ensuring that the plans and portfolios that are constructed are aligned with each client’s individual needs and circumstances.
Sam founded Signal Ridge Capital Partners in 2013 after four years advising clients at PW Global Advisors. Prior to his time at PWGA, Sam spent ten years at UBS Financial Services and its predecessor firm PaineWebber. Over the years, Sam has worked closely with high net worth individuals and institutional clients. He completed the Certified Investment Management Analyst (CIMA®) program through the Wharton School of Business at the University of Pennsylvania, where he fostered his interest in financial theory and portfolio construction techniques. He has been an active member of the Investment Management Consultants Association since 2003 and the Financial Planning Association since 2010.
Prior to entering the wealth management field, Sam graduated from Williams College with a BA in Economics and captained the lacrosse team. Sam lives in Framingham, MA with his wife, three young sons, and giant dog. His hobbies include reading, traveling, hiking, mountain biking and soccer.