Sam Warner, CAIA, Chapter Executive

Senior Manager, Institutional Business Management, AGF Investments LLC.
Sam Warner

Sam Warner is Senior Manager, Institutional Business Management at AGF Investments LLC. 

Sam joined AGF Investments LLC in 2024 and leads efforts to build strategic partnerships with institutions and financial intermediaries. He is responsible for driving the distribution of the firm’s key investment capabilities and supporting AGF’s expansion and growth in the U.S. marketplace.

With over a decade of experience in the wealth and asset management industry, Sam previously served as Senior Associate, Institutional Relations at Boston Common Asset Management and as an Investment Consultant at Beaumont Capital Management. He also brings experience in sales and client service from his earlier roles at MassMutual.

Sam is a CAIA Charterholder (Chartered Alternative Investment Analyst) and obtained a Bachelor of Science degree from the University of Massachusetts Dartmouth with a major in Finance and a minor in Economics and International Business.