Sam HodgsonSam HodgsonManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Sam
Sam Hodgson is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Sam draws on more than 30 years of experience to guide high-net-worth and ultra-high-net-worth clients in weighing their opportunities and pursuing their aspirations more effectively. He leads a high performing team committed to the same mission: putting clients' interests first. Wealth creators from varied paths seek Sam's guidance. Many are business owners, entrepreneurs, and senior executives. Others have created their own path to wealth. To each of these relationships, Sam brings intensive personalization and an unwavering commitment to service, demonstrating each client's value and importance.
Sam and his team look to be the first call that clients make for all of their financial needs. They serve as a single source for integrated wealth management, including long-term planning, concentrated stock strategies, pre-liquidity-event planning, portfolio design and execution, higher education savings, and multigenerational wealth transfer. By evaluating each of these areas, Sam is able to identify possible gaps and uncover potential efficiencies, resulting in a more cohesive whole.
As a team that spans generations, Sam and his colleagues look to serve as a steady presence in clients' lives for decades to come, from matriarchs and patriarchs through Gen Z. Clients, in turn, look to Sam as a trustworthy guide who can help them navigate the complexities of their financial lives. Sam relates that he feels tremendous enthusiasm for his role. He comes to work every day eager to help clients advance the lives and legacies they envision.
Prior to joining J.P. Morgan Wealth Management in 2023, Sam spent more than five years with First Republic Investment Management, where he was a Managing Director and Wealth Manager. He began his financial services career in 1991 with Merrill Lynch, where he served for more than 27 years and was a Managing Director and Wealth Management Advisor. Sam earned his B.A. from Middlebury College.
In his free time, Sam loves to play golf and travel.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now