MANAGING DIRECTOR, INSTITUTIONAL ADVISORY PRACTICE
Michael is the Managing Director of Wealth Management Institutional Advisory Practice. He also serves on the Firm’s Wealth Management Investment Committee. Michael has 14 years of experience in financial services with a specialization in consulting to the pension industry. He advises the Investment Committees for numerous corporations on investment policy design, investment management, governance and fiduciary compliance. Michael also leads the Institutional Relationship Management Team and is responsible for the service and support of the Institutional Practice. He manages a team of employees that are involved in the transition of new clients, development of client deliverables, and overseeing the daily interaction with both clients and institutional consultants. Michael received his degree from Georgetown University in Marketing and Small Business Management.
Shawn Samperi, CIMA®
Senior AdvisorShawn is a Senior Advisor with primary responsibilities in the Private Wealth Management Advisory practice. He has responsibility for servicing high-net-worth individuals, family offices, ERISA plans, endowment and foundation clients. Shawn has more than 28 years of experience in investment/portfolio consulting, financial planning and estate planning, and consults in the areas of portfolio strategy, design, implementation and support. Prior to joining the firm, he served as Director in PricewaterhouseCoopers LLP’s Personal Financial Services practice for 12 years. He also served as a Senior Associate for five years at the AYCO Company LP (subsequently a unit of Goldman Sachs), a national corporate executive consulting firm, where he worked with top executives at companies such as AT&T, DuPont, Exxon and Merck, as well as numerous high-net-worth individuals and business owners. Prior to that, he served four years at New York Life and Prudential as an insurance and employee benefits representative. Shawn holds a B.S. degree in Finance from Siena College and an MBA in Finance from Rutgers University Graduate School of Management. He also holds the Certified Investment Management Analyst® credential from the Investment Management Consultants Association®.
Chris Cole, CFP®
Chris is a Senior Advisor with primary responsibility in the Private Wealth Management Practice. Chris has more than 12 years of experience in the financial services industry helping high-net-worth individuals and families achieve their financial goals. At the Firm he focuses on customized portfolio design & implementation, comprehensive financial planning, and personalized financial education. Chris formerly served as Director of the Private Client Service Team for the Firm. He holds a degree from Boston University and holds a Certified Financial Planner Designation.
Eric P Scruggs, CFP®
Eric is a Senior Advisor with primary responsibility in the Private Wealth Management Practice where he focuses on high-net-worth individuals, families and family offices. His areas of expertise include customized portfolio design and implementation, comprehensive financial planning, and personalized financial education. Prior to joining SKK, Eric was a partner, and the Chief Investment Officer at Acorn Financial Services. He was responsible for comprehensive financial planning, building retirement projections, and due diligence and monitoring of investment strategies. Eric graduated from the Kenan-Flagler School of Business at the University of North Carolina – Chapel Hill with his M.B.A. and holds a bachelor degree from The College of William and Mary with majors in economics and government and holds a Certified Financial Planner Designation.