Sam Callen

Sam Callen has extensive experience in the financial sector, currently serving as an Associate at Chartwell Financial Advisory since June 2019. At Chartwell, Sam has taken on roles ranging from Analyst to Senior Analyst, focusing on valuations of privately-held middle-market companies and conducting due diligence. Prior experience includes serving as an Intern Analyst and Aristotle Fund Student Manager at the University of St. Thomas, where Sam managed a portfolio exceeding $7 million. Sam also worked as a Universal Banker at North American Banking Company, where responsibilities included promoting bank products and engaging in community development. Additionally, Sam contributed as a Model Development Contractor at RBC Wealth Management, developing performance data trackers for investment portfolios. Earlier work experience includes serving as a Member Services Representative at HomeTown Credit Union. Sam holds a degree from the University of St. Thomas, awarded in 2020.