Samuel Russell

Portfolio Administrator

Samuel Russell is a Portfolio Administrator at Modera Wealth Management, LLC. His primary responsibilities include supporting the trading, rebalancing, and reconciliation processes for Modera’s client portfolios. Samuel assists in the administration of Modera’s portfolio management system and collaborates and communicates with clients as needed.

Samuel earned a Bachelor's Degree in Finance from Georgia Southern University. While in college, he was involved in the student-managed investment fund and held a leadership role in a financial networking organization. He is currently a CFA® Level I candidate.  

Samuel, who is originally from the mountains of northern Georgia, enjoys spending his free time back home with his family, especially with his two newborn nieces. Besides that, he enjoys taking in baseball games and reading a good book.