Sam Capilli has a diverse background in finance and private wealth management. They earned a Bachelor of Science in Accounting from Canisius College and an MBA from Le Moyne College. Sam has held various positions including Regional Financial Controls Manager at United Technologies and Director of FP&A and M&A Finance at Eaton. Currently, they work in Private Wealth Management at Custom Wealth Management, LLC, a role they have held since 2021.
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