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Edward Samp — Investment Operations Specialist

Edward Samp joined Sensible Financial® in 2016 as an Investment Operations Specialist. He works closely with advisers and focuses on the execution of client investment strategies. He reviews and assesses asset allocations, trades on accounts, creates reports, and assists in data management. He is also involved in compliance, and he helps standardize processes and streamline operations. Prior to joining Sensible Financial, Edward worked in investment operations at U.S. Wealth Management.

Edward graduated magna cum laude from Northeastern University in 2014 with a B.S. in Business Administration, majoring in Finance and minoring in Economics. He is a 2017 Level III Candidate in the CFA Program.

Edward pitched for the Club Baseball team while at Northeastern, and he currently pitches for the Savin Hill Dodgers in the Yawkey Baseball League. He is a huge Red Sox fan. He also enjoys playing the saxophone, chess, and snowboarding.