Let's make a plan ... a simple plan ... from SAM!

 
 

Christopher Seshadri

Chief Investment Officer & Managing Partner

Christopher Seshadri has been advising high net worth clients and institutions on investment management, defined contribution plans, and retirement planning. Also relied upon by many investment professionals, such as institutional hedge funds and traders, Chris has been a valued resource for their strategy implementation with an emphasis on tax-free municipal bond investing, interest rate risk management, and trading high yield special situations for 15 years. His clients include high net worth individuals and families as well as private businesses and institutions. Chris studied Economics and Finance at Fairleigh Dickinson University and began his career at BB&T Capital Markets (including its predecessor firms) in 2003. In 2013 Chris joined Morgan Stanley and in 2016 moved on to entrepreneurial ventures starting with co-founding the tech startup, PhotoSesh - America’s leading On-Demand Photography Platform.  Now he leads SAM Financial as its Chief Investment Officer overseeing portfolio strategy and research.

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Our Office —
221 River Street, 9th Flr
Hoboken, NJ 07030
(201) 232-7711

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Christopher Seshadri has been nominated and awarded:

  • 2014 New York City Five Star Wealth Manager - announcement in New York Magazine (Jan 6th, 2014 issue).

  • 2015 New York City Five Star Wealth Manager - announcement in New York Magazine (Jan 5th, 2015 issue).

  • 2016 New York City Five Star Wealth Manager - announcement in New York Magazine (Dec 28th, 2015 issue).

Outside the office: 
Chris is an active member of the Municipal Bond Club of New York. Also is a member of the Central Park Conservancy and Fifth Avenue Presbyterian Church. He and his wife Shari are strong advocates in giving back to the community through charity fund-raising and volunteering. They established the CarePacks 4 Homeless (#CP4Homeless) initiative and host regularly at the David B Skinner homeless shelter. His other interests include golf, football, and teaching math. He resides in Northern, NJ with his wife Shari, his son Christopher, his daughter Kensi, and their 170 lb Saint Bernard, Dozer.

None of the supervised persons listed above have been involved in any legal or disciplinary events that would be material to a client’s evaluation of the company or its personnel.

None of the supervised persons listed above are provided an economic benefit for providing advisory services by anyone other than SAM Financial Advisors.

Christopher Seshadri is involved in PhotoSesh, LLC which may require approx 20 hours per week of outside business activities that are non-investment-related.