Sam co-manages the ClearBridge Value Trust and the related Value Equity Strategy for institutional investors. He has 21 years of investment industry experience.
Sam joined ClearBridge, LLC (f/k/a Legg Mason Capital Management, LLC) in 2005. Previously, Sam served as a Portfolio Manager and Health Care Sector Team Leader for Fidelity Management & Research. Sam joined Fidelity in 1999 as a bank analyst. He founded Samuel M. Peters Investment Advisors, an independent advisory firm. Sam was an financial consultant for Eppler, Guerin & Turner.
Sam serves on the Board of Trustees for the Gilman School in Baltimore, Maryland, is a board member of the Merchant Livestock Company and is a board member emeritus of the College of William & Mary's Endowment Committee. Sam also serves on the Board of Trustees of the Santa Fe Institute, a leading, multi-disciplinary research laboratory dedicated to developing and advancing solutions to complex problems in physical, biological and social systems.
Sam earned a BA in economics from the College of William & Mary and an MBA from the University of Chicago. He received the CFA designation in 1997.