Sam Catlett, CFP®, CPWA®, CEPA ® is a seasoned financial professional currently serving as Managing Director/Investments and Portfolio Manager for the Solutions Program at Stifel Financial Corp. since October 2022. Previously, Catlett held the position of Senior Vice President in Wealth Management at UBS from April 2004 to October 2022. Catlett's educational background includes a Graduate degree in Bank Management from the Stonier Graduate School of Banking (1993-1995) and a B.S. in Economics from the University of North Carolina Wilmington (1983-1987).
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