Sam Carden, CFA

Assistant Vice President, Portfolio Manager

Sam Carden is an Assistant Vice President and serves as a Portfolio Manager for Truxton Trust. He is responsible for the portfolio management of client accounts, equity research, evaluating new investment opportunities, and statistical & data analyses. Sam also serves on the Truxton Capital Advisors team.

Prior to joining Truxton in November 2021, Mr. Carden worked in equity research at Jefferies covering the healthcare services sector. Before his tenure at Jefferies, Sam worked for Regions Bank and UBS. At Regions, he worked in corporate banking where he focused on the industrials and consumer discretionary sectors. At UBS, Sam was responsible for counterparty risk for foreign exchange contracts and exchange traded derivatives. 

Mr. Carden is a graduate from the University of Alabama with a Bachelor of Science in Finance, specializing in Investment Management and minoring in Computer Technology and Applications. He has served on the Culverhouse College of Business Board of Visitors for the University since 2022. Sam earned the Chartered Financial Analyst® (CFA) designation in 2019 and serves on the Board of the CFA Society of Nashville. In his spare time, he enjoys fly fishing, studying jazz guitar, cheering on the Crimson Tide, and spending time with his wife (Annamarie) and Newfoundland dogs (Daisy & Minnie).