Sam Carleton Email

Director @ Evelyn Partners

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Sam Carleton Location

London, GB

Sam Carleton Work

2020 - 2024 Associate Director @ Evelyn Partners
2024 - now Director @ Evelyn Partners
2018 - 2020 Investment Manager @ S&W
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2015 - 2018 Investment Manager @ Arbuthnot Latham
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2014 - 2015 Investment Manager's Assistant @ Arbuthnot Latham
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2013 - 2014 Investment Professional @ Tilney Group
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2012 - 2013 Client Services Executive @ Tilney Group
2011 - 2012 Intern @ Eden Financial

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Sam Carleton Education

CFA Institute
CFA charter
2016 - 2018
The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management - Level 6
2015 - 2015
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Investments and Securities)
2013 - 2013

University of Reading
Bachelor of Science (B.Sc.) (Economics)
2009 - 2012

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Sam Carleton Summary

Sam Carleton, based in London, GB, is currently a Director at Evelyn Partners. Sam Carleton brings experience from previous roles at Evelyn Partners, Smith & Williamson and Arbuthnot Latham & Co., Ltd. Sam Carleton holds a 2016 - 2018 CFA charter @ CFA Institute. Sam Carleton has 2 emails on RocketReach.

Sam Carleton Emails

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