Roman J. Samuels

January 17, 2019 By Sage Advisory

---

Roman serves as the Regional Consultant for the Northeast and Southeast regions. Roman began his investment career in 2011 with Schwartz Investment Counsel and the Ave Maria Mutual Funds. During his five year tenure there, Roman was responsible for building out the firm’s mutual fund distribution channel and interfacing with financial advisors across many different firms. At Sage, Roman works closely with Brian Larson and Deborah Draeger to service all states up and down the East Coast. He holds a B.A. in Economics and Business Administration from Ave Maria University.