Sam Harris

Sam Harris Email and Phone Number

Founder | Private Wealth Advisor | Fiduciary @ Patina Wealth LLC
charlottesville, virginia, united states
Sam Harris's Location
Greater Charlottesville Area, United States
Sam Harris's Contact Details

Sam Harris work email

Sam Harris personal email

n/a
About Sam Harris

I founded Patina Wealth for one reason; to provide objective and transparent investment advice to my clients. I focus my practice on working with clients who seek assistance investing their assets, helping to build their nest egg to enable them to live a secure retirement lifestyle. I also help small business owners determine which type of retirement plan best suits them and their employees. The fiduciary responsibility I have is what drives me to provide honest and transparent investment solutions for my clients.

Sam Harris's Current Company Details
Patina Wealth LLC

Patina Wealth Llc

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Founder | Private Wealth Advisor | Fiduciary
charlottesville, virginia, united states
Website:
patinawealth.com
Employees:
3
Sam Harris Work Experience Details
  • Patina Wealth Llc
    Founder | Private Wealth Advisor | Fiduciary
    Patina Wealth Llc Jul 2016 - Present
    Crozet, Virginia, United States
    As an independent Registered Investment Advisor, I help individuals plan, and invest, for their financial future. Being independent is important because it allows me to act as a fiduciary to my clients, which means always putting my clients' interests ahead of my own.
    View
  • Tfs Capital Llc
    Partner
    Tfs Capital Llc Jul 2007 - Jun 2016
    Charlottesville, Virginia, United States
    View
  • Tfs Capital
    Director
    Tfs Capital Mar 2004 - Jun 2007
    Charlottesville, Virginia
    View
  • Wells Fargo Advisors / Wachovia Securities / First Union Securities (Through Acquisitions)
    Senior Institutional Investment Analyst
    Wells Fargo Advisors / Wachovia Securities / First Union Securities (Through Acquisitions) Jun 2000 - Mar 2004
    Richmond, Virginia
    View

Sam Harris Skills

Investments Portfolio Management Wealth Management Asset Management Mutual Funds Alternative Investments Equities Asset Allocation Hedge Funds Financial Services Securities Investment Management Finance Investment Strategies Fixed Income Wealth Management Services

Sam Harris Education Details

Frequently Asked Questions about Sam Harris

What company does Sam Harris work for?

Sam Harris works for Patina Wealth Llc

What is Sam Harris's role at the current company?

Sam Harris's current role is Founder | Private Wealth Advisor | Fiduciary.

What is Sam Harris's email address?

Sam Harris's email address is sa****@****lth.com

What schools did Sam Harris attend?

Sam Harris attended Virginia Polytechnic Institute And State University.

What skills is Sam Harris known for?

Sam Harris has skills like Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Alternative Investments, Equities, Asset Allocation, Hedge Funds, Financial Services, Securities, Investment Management.

Who are Sam Harris's colleagues?

Sam Harris's colleagues are John Mumper.

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