Sam Carleton Email
Director @ Evelyn Partners
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Sam Carleton Location
- London, GB
Sam Carleton Work
- 2020 -2024 Associate Director @
- 2024 -now Director @
- 2018 -2020 Investment Manager @
- 2015 -2018 Investment Manager @
- 2014 -2015 Investment Manager's Assistant @
- 2013 -2014 Investment Professional @
- 2012 -2013 Client Services Executive @
- 2011 -2012 Intern @ Eden Financial
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
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.
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Top Evelyn Partners Employees
Susan Miller-Jones
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London, GB
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Fergus Caheny
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Jason Hollands
Managing Director, Head of Corporate Affairs
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Bahador Mahvelati
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Adam Osper
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Bill Price
Managing Partner
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Lisa Henderson
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Richard Mikdadi
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Bristol, England, GB
Martin Horton
CTO Evelyn Partners
Whitegate, England, GB
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