Sam has over 20 years of investment management experience and is focused on socially responsible investing. He is the CEO of Trinity Fiduciary Partners, LLC. Prior to forming Trinity in 2005, Sam was a financial adviser with Ameriprise Financial Planning from 1995 to 2004. His goal of merging values with investment analysis led to the creation of the FFV Scorecard ®, which is a screening tool used by the Epiphany FFV Funds and other institutional clients. Sam holds a B.B.A. from Baylor University. He serves as Portfolio Manager for the Eventide Limited Term Bond Fund. Sam currently serves on the following volunteer boards:
- Nolan Catholic High School - Executive Committee (2017-Present)
- Nolan Catholic High School - Finance Committee Chairman (2018-Present)
- Audit Committee of the Catholic Diocese of Fort Worth (2018-Present)
- Legatus - Fort Worth Chapter - Board Member (2017-Present)
Sam has been a leader with Boy Scouts and Cub Scouts for over five years and volunteers with the hospitality ministry at St. Maria Goretti Catholic Church. Sam serves as the Finance Committee Chair for Nolan Catholic High School in Fort Worth, TX and serves on the Audit Committee for the Diocese of Fort Worth. Sam and Cara are members of Legatus (Fort Worth Chapter) and Sam serves on the Board the Chapter. Sam is a native Texan and loves hunting and fishing. He always seems to radiate energy and has a self-deprecating sense of humor.