Sam joined Global X in April of 2019 as an internal consultant, moving to the research team in January of 2022. As a product specialist, he has broad exposure to the firm’s ETFs, particularly focusing on responding to specific client questions about ETF methodology, structure, economic events, and product comparisons as well as creating custom slide decks and conducting internal product trainings. He’s also currently working towards his CFA. Prior to joining Global X, Sam worked as an intern at Morgan Stanley on the wealth management side. Sam earned his BS in Finance from Iowa State University.