Sam Chaplin Email & Phone Number
Chief Investment Officer @ Penobscot Financial Advisors
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Sam Chaplin Location
- Portland, ME, US
Sam Chaplin Work
- Chief Investment Officer @ (August 2025 - Present)
- Portfolio Manager @ (July 2022 - July 2025)
- Associate Portfolio Manager @ (July 2020 - July 2022)
- Portfolio Administrator @ (May 2018 - July 2020)
- President @ (September 2025 - Present)
- Board Member @ (September 2022 - Present)
- Hedge Fund Administrator @ (July 2015 - December 2017)
- Bank Teller @ (July 2014 - July 2015)
- Cook @ Coplin Dinner House (November 2013 - May 2015)
- Snowmaker @ (November 2013 - April 2014)
- Automotive Technician @ Charlie's Family of Dealerships (January 2008 - January 2012)
- Head Counselor @ Camp Timanous (January 2006 - January 2011)
Sam Chaplin Education
- University of Maine
Bachelor of Science - BS (Finance, General)
2009-2013
Sam Chaplin Skills
- Financial Analysis
- Financial Accounting
- Financial Reporting
- Generally Accepted Accounting Principles (GAAP)
- Business Development
- Hedge Funds
- Account Reconciliation
- Financial Services
- Finance
- Equities
- Accounting
- Invoicing
- Alternative Investments
- Private Equity
- Auditing
- Financial Statements
- Strategic Planning
- Customer Relationship Management (CRM)
- Cost Accounting
- Investments
- Accounting Software
- Accounts Payable & Receivable
- Asset Management
- Bloomberg
- Bloomberg Data License
- Bloomberg Terminal
- Customer Service
- Data Analysis
- Derivatives
- Fund Accounting
- Fund Administration
- G/L Reconciliations
- Hedge Accounting
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- QuickBooks
- Securities
- Small Business Development
- Time Management
Sam Chaplin Summary
- Sam Chaplin, based in Portland, ME, US, is currently a Chief Investment Officer at Penobscot Financial Advisors. Sam Chaplin brings experience from previous roles at Penobscot Financial Advisors and CFA Society Maine. Sam Chaplin holds a 2009 - 2013 Bachelor of Science - BS in Finance, General @ University of Maine. With a robust skill set that includes Financial Analysis, Financial Accounting, Financial Reporting, Generally Accepted Accounting Principles (GAAP), Business Development and more. Sam Chaplin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Penobscot Financial Advisors Employees
James Bradley
Founder and President
Bangor, ME, US
Craig Joncas
Managing Principal and Financial Advisor
Portland, ME, US
Yelshaday Gebreselassie
Portfolio Administrator
Bangor, ME, US
Julie Willette
Client Success Manager
Bangor, ME, US
Sam Chaplin
Chief Investment Officer
Portland, ME, US
Reilly Dwight
Client Services Associate
Portland, ME, US
Tyler Hafford
Lead Financial Advisor
Bangor, ME, US
Rebecca Schuman
Associate Financial Advisor
Portland, ME, US
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