Sam Witherspoon
- Role
- Principal, Portfolio Manager, & Analyst at Vigilant Wealth Management
- Location
- Portsmouth, NH, US
- LinkedIn followers
- 500 followers
About Sam Witherspoon
I chair our Investment Policy Committee and serve as a Portfolio Manager and Investment…
Experience
Principal, Portfolio Manager, & Analyst
Jun 2015 — Present
VIGILANT Capital Management is a private wealth management firm specializing in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. Our purpose is to guide our clients in managing their wealth in such a way that it positively impacts their lives and the lives of future generations. We work with high net worth individuals and families, as well as select non-profit and institutional organizations. Vigilant was founded in early-2002 and is an SEC-Registered Investment Advisor (RIA). The Portfolio Manager is responsible for two primary functions: portfolio management and investment research. In serving our client families, the Portfolio Manager is responsible for the design, implementation and active management of separately-managed investment portfolios, following the strategic guidance provided by the Firm\'s Investment Policy Committee (IPC). Each Portfolio Manager serves as a member of the Firm\'s IPC and may be an active contributor to the investment-research process; in that capacity, the Portfolio Manager is responsible for fundamental research and analysis of equity and credit securities within specific sectors of the financial markets. Each client relationship is matched with a Portfolio Manager.
Skills
- Emerging Markets
- Risk Management
- Mutual Funds
- Securities
- Finance
- Valuation
- Capital Markets
- Asset Management
- Corporate Finance
- Financial Planning
- Portfolio Management
- Series 7
- Fixed Income
- Financial Services
- Investments
- Investment Strategies
- Wealth Management
- Financial Modeling
- Sales
- Etfs
- Investment Advisory
- Equities
- Investment Management
- Series 66
- Alternative Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.