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
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
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August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members 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
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As 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 NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members 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 NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now