Edward Samp, CFA®
Senior Strategic Investment Advisor

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Edward is a Senior Strategic Investment Advisor in the Beacon Pointe Waltham, MA office. He works closely with advisors to formulate, implement, and monitor investment strategies, bringing a detail-oriented and process-driven approach to portfolio management. Prior to joining Beacon Pointe through the acquisition of Sensible Financial Planning in 2025, Edward began as an Investment Operations Specialist in 2016 and was promoted to Trader and Associate Portfolio Manager in 2022, and then to Associate Portfolio Manager and Senior Trader in 2024.

Earlier in his career, he worked in investment operations at U.S. Wealth Management. Edward graduated magna cum laude from Northeastern University with a B.S. in Business Administration, majoring in Finance and minoring in Economics, and is a CFA® Charterholder. Outside of the office, he enjoys cycling, snowboarding, traveling, playing softball, saxophone, Boggle, Scrabble, and chess.