Financial Representative
Current
Jul 2024 - Present
AeroLeads people directory · profile
Sam Marcus Email & Phone Number
Associate @ Strategies for Wealth
at
Strategies for Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate @ Strategies for Wealth
Location
New York, United States
Company size
Who is Sam Marcus? Overview
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Quick answer
Sam Marcus is listed as Associate @ Strategies for Wealth at Strategies for Wealth, a with 224 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Sam Marcus.
Sam Marcus previously worked as Financial Representative at Strategies For Wealth and Wealth Management Intern at Ubs. Sam Marcus holds Bachelor'S Degree, Political Studies from Bard College.
Company email context
Email format at Strategies for Wealth
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Strategies for Wealth
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Profile bio
About Sam Marcus
Recent graduate of Bard College and former Captain of the Men's Varsity Tennis team. Interested in asset management, global banking, and global strategy consulting.Presently enrolled in Bard College’s undergraduate Political Studies program, serving three semesters on the Student Government Fiscal Committee. Interned this past summer at UBS on a Private Wealth Management team in Manhattan. Attended the Bard College Globalization and International Affairs Program (BGIA) in New York City in Summer 2022, working for the European-American Business Organization, and completed a Global Business Consulting program in Barcelona, Spain, in Spring of 2023.
Current workplace
Sam Marcus's current company
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Strategies For Wealth
6 roles
Sam Marcus work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
Jun 2023 - Aug 2023
Junior Hire, Market Research And Project Manager
Assisting with research of market entry and managing client relationships and projects.
Aug 2022 - Jan 2023
Summer Intern
Jun 2022 - Aug 2022
Chair Of Fiscal Committee
Oversaw the Student Government Fiscal Committee after serving on the board for the two prior semesters. Directed the allocation of the entire $500,000 Student Activities budget amongst all campus clubs, working to balance the budget and negotiating for more funds from the College's CFO.
May 2022 - Jan 2023
Technology Specialist
New Country Lexus Of Westport
As a tech. specialist I educated customers on all technological features of their cars to increase their digital literacy. I also served as the main customer service contact for all clients from the new-car facility, troubleshooting customer technological issues and general questions.
Feb 2021 - May 2021
Team & coworkers
Colleagues at Strategies for Wealth
Other employees you can reach at strategiesforwealth.com. View company contacts for 224 employees →
MD
Mike Difiore
Colleague at Strategies For WealthMedfield, Massachusetts, United States
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JS
Jodie Schmieder
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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RB
Raeshaun Brown
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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VL
Vincent Lanzante
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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VM
Vinnie Mazzei
Colleague at Strategies For WealthAndover, New Jersey, United States
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DT
David Tarella
Colleague at Strategies For WealthSaratoga Springs, New York, United States
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KK
Kyle Kerrigan
Colleague at Strategies For WealthWest Islip, New York, United States
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MD
Michael D'Amato
Colleague at Strategies For WealthAtlantic Highlands, New Jersey, United States
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PH
Peter Holmes Clu® Chfc® Rhu® Rebc® Casl® Ricp® Cltc
Colleague at Strategies For WealthUnited States
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SD
Sakshi D. Sahijwani
Colleague at Strategies For WealthNew York, United States
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Mike Difiore
Colleague at Strategies For WealthMedfield, Massachusetts, United States
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JS
Jodie Schmieder
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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RB
Raeshaun Brown
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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VL
Vincent Lanzante
Colleague at Strategies For WealthNew York City Metropolitan Area, United States
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VM
Vinnie Mazzei
Colleague at Strategies For WealthAndover, New Jersey, United States
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DT
David Tarella
Colleague at Strategies For WealthSaratoga Springs, New York, United States
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KK
Kyle Kerrigan
Colleague at Strategies For WealthWest Islip, New York, United States
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MD
Michael D'Amato
Colleague at Strategies For WealthAtlantic Highlands, New Jersey, United States
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PH
Peter Holmes Clu® Chfc® Rhu® Rebc® Casl® Ricp® Cltc
Colleague at Strategies For WealthUnited States
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SD
Sakshi D. Sahijwani
Colleague at Strategies For WealthNew York, United States
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4 education records
Sam Marcus education
Bachelor'S Degree, Political Studies
Global Business Consulting
Certificate, Globalization And International Affairs
Bard Globalization And International Affairs Program (Bgia)
Bachelor'S Degree, Finance And Psychology
FAQ
Frequently asked questions about Sam Marcus
Quick answers generated from the profile data available on this page.
What company does Sam Marcus work for?
Sam Marcus works for Strategies for Wealth.
What is Sam Marcus's role at Strategies for Wealth?
Sam Marcus is listed as Associate @ Strategies for Wealth at Strategies for Wealth.
Where is Sam Marcus based?
Sam Marcus is based in New York, United States while working with Strategies for Wealth.
What companies has Sam Marcus worked for?
Sam Marcus has worked for Strategies For Wealth, Ubs, The European-American Business Organization, Inc., Bard College, and New Country Lexus Of Westport.
Who are Sam Marcus's colleagues at Strategies for Wealth?
Sam Marcus's colleagues at Strategies for Wealth include Mike Difiore, Jodie Schmieder, Raeshaun Brown, Vincent Lanzante, and Vinnie Mazzei.
How can I contact Sam Marcus?
You can use AeroLeads to view verified contact signals for Sam Marcus at Strategies for Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sam Marcus attend?
Sam Marcus holds Bachelor'S Degree, Political Studies from Bard College.
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