Dynasty FP
Sam Anderson is an accomplished finance professional with extensive experience in corporate development and investment banking. Currently serving as a Board Member at BridgeFT and SmartRIA, Sam contributes to innovative wealthtech and compliance management solutions for registered investment advisors. As the Head of Corporate Development at Dynasty Financial Partners, Sam enhances integrated platform services for independent financial advisors. Prior roles include Senior Managing Director at Medley, where oversight of capital markets and strategy was key, and Head of Commercial Finance M&A at Goldman Sachs. Additional experience includes investment banking roles at Bank of America and Citi. Sam holds a Bachelor of Arts in Economics from Bates College.
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Dynasty FP
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Dynasty Financial Partners helps successful advisors build their own businesses and independent advisors achieve their goals