SAMUEL CARPIN, Stewards' Alliance Treasurer Samuel M. Carpin joined CMS Wealth Management in 2002 as portfolio analyst. He currently consults and manages the portfolios for various pension plans, foundations, and individual clients. He has spent the last three years handling the firm’s derivative strategies and working with concentrated portfolios. Samuel was appointed to firm’s investment committee in 2007 to help set the general strategies and model allocations. Prior to joining the CMS Wealth Management, Samuel was a portfolio consultant for ARIS Wealth Services, providing portfolio analysis and performance attribution to advisors with respect to their investment planning strategies. Samuel is a Certified Funds Specialist and is currently a candidate in the Charter Financial Analyst Program. He graduated with a B.S. in Finance from The Pennsylvania State University. Samuel also serves as the Treasurer on the Board of Stewards' Alliance, is a member of the Junior’s Committee of the Union League of Philadelphia, Lambda Chi Alpha Alumni Corporation, Member of the Conshohocken Youth Committee, and Financial Consultant to a Private Charity. In the past he has served as Chair of the Conshohocken Republican Party, Committee Man for the 1st Ward, Lambda Chi Alpha Alumni Corporation, and Member of the Conshohocken Youth Works Committee. |
