Chief Financial Officer
Sam is the Chief Financial Officer at Bradford Allen and has more than 25 years of corporate finance, capital markets, investment banking, and accounting experience.
As CFO, he is primarily responsible for managing the company’s finances, including financial planning, management of financial risks, record-keeping, financial reporting and analysis of data. He supervises the finance unit and is the chief financial spokesperson for the organization. Sam is also responsible for developing strategic and tactical matters relating to financial management, cost-benefit analysis, forecasting needs and the securing of new funding. Sam is passionate about maintaining the quality of work and a high standard of excellence. He strives to make things more efficient and to utilize technology to drive down costs. In addition, he has a strong work ethic and is committed to doing the right thing and operating with integrity.
Prior to joining the firm, he served as Senior Director and Group Manager for the BRM Capital Markets division of Fitch Ratings. Sam was Vice President, Investment Banking for Comerica Bank, a $65B, publicly traded top 20 US bank holding company where he originated, executed and structured debt, equity and financial advisory engagements in public and private capital markets. Additionally, he was Vice President, Finance and Treasurer for the Martin Brower Company. In these capacities Sam has raised and structured a significant amount of capital in several countries and currencies; issued both debt and equity securities; completed several global M & A transactions; managed pension assets; managed corporate finance functions such as financial planning and analysis, budgeting, forecasting, consolidations, financial modeling and accounting; as well as global cash management.
Sam holds a Master of Business Administration in Finance from the Keller Graduate School of Management and a Bachelor of Arts in Political Science from Loyola University, Chicago. Sam lives in the Chicago area with his wife and children. In his spare time, he is an avid Chicago Bears fan and also enjoys golf and gardening.
Certified Treasury Professional (CTP)