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Sam Catlett

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Sam Catlett

Senior Vice President - Wealth Management | Stifel Financial Corp.

North Carolina, Wilmington, United States

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Sam Catlett

Summary

Sam Catlett is a seasoned investment professional with over two decades of experience in the financial services industry. He currently serves as the Managing Director and Portfolio Manager at Catlett/Godin Wealth Management, part of Stifel Financial Corp. His expertise spans various aspects of financial planning, including retirement, tax, estate, and legacy strategies. Sam is deeply committed to understanding his clients' unique needs and crafting tailored solutions. Outside of his professional endeavors, he actively mentors business students at UNCW and contributes to local governance as a member of the Wrightsville Beach Planning Board. His passion for the outdoors is evident in his leisure activities, which include boating, paddle boarding, and running. Sam's commitment to both his profession and community makes him a well-rounded leader in his field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Sam Catlett

Work Experience

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Managing Director/Investments, Portfolio Manager – Solutions Program - Stifel at

Stifel Financial Corp.

October 2022 - Present

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Sam Catlett

Education

Stonier Graduate School of Banking, Graduate, Bank Management

January 1993 - January 1995

University of North Carolina Wilmington, B.S., Economics, Finance

January 1983 - January 1987

Frequently Asked Questions about Sam Catlett

What is Sam Catlett email address?

Sam Catlett's primary email address is ************@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sam Catlett work for?

Sam Catlett is a Senior Vice President - Wealth Management at Stifel Financial Corp..

Where Sam Catlett graduated from?

Sam Catlett holds a degree in null from Stonier Graduate School of Banking.

How can I directly contact Sam Catlett?

To contact Sam Catlett directly, you can use the email address ************@ubs.com. Complete contact information is available upon registration with Muraena.

Who is Sam Catlett?

Sam Catlett is a seasoned investment professional with over two decades of experience in the financial services industry. He currently serves as the Managing Director and Portfolio Manager at Catlett/Godin Wealth Management, part of Stifel Financial Corp. His expertise spans various aspects of financial planning, including retirement, tax, estate, and legacy strategies. Sam is deeply committed to understanding his clients' unique needs and crafting tailored solutions. Outside of his professional endeavors, he actively mentors business students at UNCW and contributes to local governance as a member of the Wrightsville Beach Planning Board. His passion for the outdoors is evident in his leisure activities, which include boating, paddle boarding, and running. Sam's commitment to both his profession and community makes him a well-rounded leader in his field.

Sam`s contact details

mail

************@ubs.com

***********@stifel.com

Colleagues

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Harry Bindreiter

Vice President/Investments

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Harry Fischer

Analyst - Equity & Equity-Linked Capital Markets

Heather Pecoraro

Vice President, Conversion Specialist

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Mark Ridley

Marketing Trainee / Registered Representative

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Mark Scaglione

Investment Advisor

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Mark Severson

outside sales

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Mark Stevenson

Investment Representative

Lee Gomes

Deputy General Counsel and First Vice-President

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