Sam Mosey is a Partner at Oakpoint Advisors and a member of the Capital Team. Before joining Oakpoint, Sam oversaw the research and trading operations at a boutique wealth management firm in Pittsburgh. He implemented a block-trading infrastructure platform and developed in-house quantitative/qualitative equity selection screens.

 

Sam graduated 2018 from Tulane University with a BS in Finance and a minor in Economics. Sam is a registered representative with FINRA, holding a Series 7 certification.