Sam Patsy, CFA, CIPM, has a strong background in client solutions and financial advisory services. Currently at Partners Group since October 2019, Sam specializes in client solutions. Previously, Sam worked at OppenheimerFunds from December 2014 to June 2019, serving as a Regional Advisor Consultant and a Product Specialist, where responsibilities included growing partnerships with financial advisors, delivering product presentations, and creating asset allocation models. Prior experience includes a role in business development at BusinessGenetics, project management, and understanding complex business processes. Sam also worked as a Financial Representative at Northwestern Mutual and completed an internship at Mount Yale Capital Group. Sam holds a degree in Business Administration with a focus in Finance from the University of Colorado Boulder - Leeds School of Business.
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