Sam Wardwell
CFA, Senior Vice President, Investment Strategist

Sam WardwellSam Wardwell is responsible for monitoring economic and market developments and communicating updates on financial market performance, economic trends, and the firm's outlook and portfolio positioning to clients and their advisers. He travels nationally and internationally to meet with advisers and investors and is a sought-after speaker on the markets, the economy, and the firm's investment strategies.

Sam's career has given him direct experience with many of the most important economic developments of the past thirty-five years. He began his career in 1977 with the First National Bank of Boston as a commercial lender specializing in transportation companies during the Carter administration's deregulation of the transportation sector and imposition of credit controls in an attempt to slow inflation. He moved to the bank's investments division as a fixed income position trader during the years when the Volcker Federal Reserve raised interest rates to unprecedented levels in its successful attack on inflation.

In 1984, Sam joined Fidelity Investments on the fixed income investment side of the business, moving to the equity side and then into a role as a spokesman for Fidelity's portfolio managers to institutional clients and consultants.

In 1988, Sam joined Wellington Management Company and, over the next twelve years, he helped build its institutional business, leading product management and institutional client relationship management teams. He also conducted original capital markets research and wrote white papers on topics such as the drivers of equity size and style cycles and the influence of the stocks on market index returns. Sam joined Pioneer Investments in 2003 from State Street Research & Management, where he was head of equity product management.

Sam graduated with honors from Williams College in 1977 with a Bachelor's degree in Economics and English. He received his Chartered Financial Analyst (CFA) designation in 1991.