Sam Calamai

 

As an associate portfolio manager for Ascendant Wealth Partners, Sam provides advice, research, and analytical support to Adam Moody and his clients on asset mix strategy and portfolio structuring. As a member of the Ascendant Wealth Partners Investment Committee, he plays an important role in the investment manager selection process by performing extensive due diligence and screening of investment solutions to implement into client portfolios.

Sam has nearly a decade of experience in the wealth management industry. Most recently, he served as an analyst at a leading Canadian wealth management boutique. He holds the Chartered Financial Analyst (CFA) designation as well as an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School at Western University.

Outside of work, Sam enjoys spending time with his fiancée, Michelle, and their Australian Shepherd, Sadie, and he is an avid fitness enthusiast, accomplished guitarist, and skilled cook.