Sam Verhulst, CFA, CPA

Sam Verhulst is a Wealth Advisor, Portfolio Manager, and Partner in Milwaukee. He advises client families and shares ownership of the construction, implementation, and oversight of the firm’s investment portfolios. He holds both the CFA charter and the CPA license, a combination that allows him to expertly coordinate a client’s investments, tax planning, and financial plan. As a tax preparer himself, Sam oversees implementation of a financial plan from start to finish.

Sam joined Charter Capital Management in 2018 after serving as a Finance and Tax Analyst with an accounting firm providing wealth management services to high-net-worth families. Sam became a partner in the firm in 2022. He earned his Bachelor of Arts in Accounting and Finance from Dordt College.

Outside of the office, Sam enjoys spending time with his wife, Emily, watching or playing sports, and volunteering at his Church. Sam was born in Michigan and is a big Detroit Lions fan.