Sam is the CEO and co-founder of Vert Asset Management as well as the chair of the Investment Research Group. He leads the development of new products to help make sustainable investing easier for investors. Sam has been a featured speaker on sustainable investing at financial advisor conferences in the US, UK, Europe, and Australia. Prior to launching Vert, Sam spent almost 20 years working at Dimensional Fund Advisors. He started Dimensional’s European Financial Advisor Services business and led it for 10 years. He also led the development and launch of Dimensional’s Global Sustainability Core Fund in Europe.

Sam has a BA in Philosophy from the University of Colorado, Boulder and an MBA in Finance from the University of California, Davis. Sam is an avid mountaineer and cyclist and is very passionate about the environment. He lives in Laguna Niguel, CA with his wife and three children.

About Us: Vert Asset Management is a dedicated ESG (Environmental, Social, and Governance) investment manager. Their mission is to help investors shift assets to sustainability. They provide robust, evidence-based investment solutions, education, consulting, and active shareholder engagement.

Vert partners with thought leaders in business, academia, and investment management to advance sustainability throughout economies and societies. They are a certified B Corp, and are members of 1% for the Planet and US SIF. Vert partners is a signatory to the PRI (Principles for Responsible Investment) and to the Net Zero Asset Managers Alliance.