Sandy is a key contributor to the institutional sales effort at TriLinc. Prior to joining TriLinc, Sandy served as Client Services Executive at Western Assessment Management Company where he was part of the team that grew the portfolio from $12.5 billion AUM to $469 billion AUM. While at Western Asset Management Company he was Head of Endowments, Foundations, and Healthcare and also Head of Mutual Fund Board Relationships where he advised and counseled clients on strategic investment opportunities, risk analysis, and investment returns. Prior to that, Sandy worked for Bank of America Capital Management, Inc. as Portfolio Manager where he managed a $10 billion portfolio. Sandy graduated from the University of Colorado with a Bachelor of Arts in Psychology and completed coursework at New York University and the University of Pittsburgh. Sandy holds his FINRA Series 6 and 63 licenses. Sandy is an Advisory Committee Member of The Movember Foundation, a leading global organization committed to raising awareness of men’s health issues.
• I almost died at age 3 from meningococcal meningitis (spinal meningitis). Having survived this rare but serious bacterial infection that only infects ~1,000 people each year in the US, I consider each day a gift.
• I circled the globe in college on a program called Semester At Sea, where I learned about many different countries and cultures that we studied and visited.
• I summited Mt. Kilimanjaro with my son in October 2018 (19,341’).
• I grow a mustache every Movember to raise awareness for men’s health issues, and for 9-years in a row, I was the top fundraiser in the US (2009-2017).
• Languages: English