Sam is Director of Fixed Income for Argent Trust. A founding principal and managing director of The Trust Company, which merged into Argent in 2013, he also served as Chief Investment Officer for 15 years and as President of Presidio Financial Services, a broker-dealer.
Having been in the investment business since 1983, Sam specializes in managing high-quality fixed-income portfolios. As an adjunct to his work in fixed income, he is the founder and President of Presidio Advisors, Inc., an investment advisory company in San Antonio, Texas. In addition, he currently serves as general partner of the Presidio Short Term Tax Exempt and Presidio Short Term Bond Funds.
Sam has an undergraduate degree from the University of the South. He has held numerous securities licenses, including General Securities Principal and Financial and Operations Principal. Involved in several community organizations, Sam is currently a member of the Investment Committee of the KLRN Endowment.
