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Samuel Brown

Head of Investment

Born in 1970 in New York City, New York

Education: Earned a Bachelor of Science in Finance from New York University (NYU) in 1992. Obtained a Master of Business Administration (MBA) with a Concentration in Finance from Columbia University in 1996.

Career: Served as a Financial Analyst at Goldman Sachs from 1996 to 1997. Promoted to Senior Financial Analyst at Goldman Sachs from 1997 to 2000. Worked as a Finance Manager at BlackRock from 2000 to 2002. Advanced to Director of Financial Analysis at BlackRock from 2002 to 2007. Joined Carverston in June 2007, currently serving as Co-Head of Investments and Senior Partner, jointly overseeing our global investment team and investment process.

Notable Event: Had the privilege of dining with Warren Buffett in 2012.

I am really happy to work with the team of true investment professionals.

He retired in 2020, focusing on sharing his knowledge of stocks, managing charities, making connections with like-minded individuals, and enjoying life.

Wealth Management

70

Business Owners

54

Insurance & Annuities

87

Cash & Credit

90