As a Financial Advisor & Director of Alternatives at LotusGroup Capital, Sam is all about crafting bold strategies. With a sharp mind for investment analysis and corporate finance, Sam’s career adventures began at Black Swift Group, where during his five-year ride, he climbed the ranks to Partner and second-in-command. He then pedaled on over to Fidelity Investments before joining LotusGroup.
For Sam, investing is more than just numbers—it’s about helping people reach their dreams of financial security. This gives his clients more time with family, the ability to chase their passions, or just gives them peace of mind. Sam’s all in on making life better through smart, tailored financial strategies.
But Sam’s life isn’t all spreadsheets and strategies. He’s a proud member of the Denver Securities Trader Association (DSTA) and volunteers as a coach for the Golden High School Mountain Bike Team. And let’s just say, he’s no stranger to the thrill of the ride—he raced mountain bikes in college and still hits the trails whenever he can. Off the bike, you’ll find him skiing, golfing, or on outdoor escapades with his wife, Maddie, and their Golden Retriever, Bosa.