Courtiers Wealth Management
Courtiers Wealth Management

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Sam Keen

Investment Trainee Analyst

01491 570 299

At Courtiers

Sam Joined the Investment Team in August 2021 becoming the newest Trainee Analyst. Since joining Sam has been tasked with producing analyses of his two particular sectors within the team, alongside, running some of the team’s models when producing material for their weekly meetings. Sam also produces some of the monthly communications and stock updates for the various Courtiers Funds.

Background / Experience

Sam’s previous achievements include First Class Honours BSc in Economics from the University of Southampton which was succeeded by a Distinction in MSc Finance and Investment from Loughborough University.

Sam’s always been fascinated by Investment and began investing himself during his Masters study to put into practice some of the knowledge and skills he was developing.

Outside Work

Sam’s a big Chelsea fan and has been trying to get to Stamford Bridge as much as possible since finishing his university studies. When he’s not revising for his upcoming CFA Level 1 exam, he’s usually watching football or out on the golf course.