Sam Shore

Sam Shore, CMT has a diverse work experience in the finance industry. Sam began their career at Fidelity Investments as a Financial Representative before moving on to become a Trade Execution Representative III, where they focused on strengthening client relationships and providing trade execution support for active traders. Sam later joined the Active Trader Strategy Desk at Fidelity, where they engaged high net worth clients in sophisticated trading strategy discussions and provided personalized education on stock/ETF research, options strategies, and risk management.

In 2021, Sam joined AE Wealth Management, LLC as a Model Strategies & HNW Specialist. In this role, they oversaw trade execution and coordination with outside managers of model portfolio strategies for the company. Sam was also responsible for construction and management of AEWM Strategic Indexes, a direct indexing offering for advisors, as well as individualized direct indexing and portfolio transitioning for high net worth clients.

More recently, Sam was promoted to Director of Investment Strategy at AE Wealth Management, where they now oversee the investment management of the company's direct indexing offerings for advisors and high net worth clients. Sam is responsible for complex and/or block trade execution for all model portfolio strategies and plays a key role in the management of AE Wealth's $25B+ RIA offering TAMP services.

Sam Shore, CMT, obtained a Bachelor of Arts degree in International Relations from Michigan State University, where they studied from 2006 to 2010. Before attending university, Sam obtained a High School Diploma from Greenhill School in 2006. In addition to their formal education, Sam has obtained a CMT Charter from the CMT Association, Inc. in August 2018. They have also pursued additional certifications, including Series 4, Series 63, Series 66, and Series 7, from various institutions such as FINRA (Financial Industry Regulatory Authority).