Sam is a Portfolio Manager on the Value Strategy at ClearBridge Investments. He joined the firm in 2005 and has 33 years of investment industry experience.
Sam began his tenure as a Portfolio Manager at Legg Mason Capital Management, which completed its integration into ClearBridge in 2014. Previously, he served as a Portfolio Manager and Health Care Sector Team Leader at Fidelity Management & Research. He joined Fidelity in 1999 as a Bank Analyst. Sam founded Samuel M. Peters Investment Advisors, an independent advisory firm. He was also a Financial Consultant for Eppler, Guerin & Turner.
Sam received an M.B.A. from the University of Chicago and a B.A. in economics from the College of William & Mary. He is a CFA® charterholder.
Experience
- 33 years of investment industry experience
- Joined the firm in 2005
- Legg Mason Capital Management – Portfolio Manager
- Fidelity Management & Research – Portfolio Manager, Health Care Sector Team Leader
- Samuel M. Peters Investment Advisors – Founder
- Eppler, Guerin & Turner – Financial Consultant
- M.B.A. from the University of Chicago
- B.A. in economics from the College of William & Mary
- CFA® charterholder