Sam Anderson is the Chief Capital Officer and Co-Head of Investment Banking at Dynasty Financial Partners, where they drive growth and strategic partnerships. With over 20 years of experience in finance and investment management, Sam has held leadership roles at firms such as Goldman Sachs, Bank of America, and Medley. They earned a Bachelor of Arts in Economics from Bates College and are currently a board member at Smartria and BridgeFT, contributing to compliance management and wealthtech innovations. Based in St. Petersburg, Florida, Sam is dedicated to empowering independent financial advisors and enhancing client advocacy.
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