Broker Check
Sam Green

Sam Green

Private Wealth Manager

Sam Green is a Private Wealth Manager with Upstream Investment Partners, LLC located in Allen, TX. Sam currently works with a diverse group of clients and is also accepting new clients; whether they are seeking help in managing their current portfolio appropriately or are committed to saving toward their future with specific goals in mind, Sam is here to help. Working exclusively by referral, Sam believes that part of his responsibility to his clients is to be a trusted resource wherever possible.

Sam lives in Fairview, TX with his wife Minnie, daughters Amelia and Elise, son William, and their three dogs. In their free time they enjoy travel and time together as a family. Sam’s hobbies include golf and photography.  Sam also enjoys camping with William and Cub Scout Pack 825, watching Amelia compete in PCA Swim meets, and attending all three of his children’s musical recitals.

Sam is a graduate of the Cox School of Business at SMU where he earned his Bachelor of Business Administration. Sam began his career as a Financial Advisor in Richardson, TX with Ameriprise Financial Services, Inc. He earned his Accredited Investment Fiduciary (AIF®) in 2015. The training for the AIF® designation helped Sam to implement prudent fiduciary processes into his own investment practices and to assist others in implementing investment policies and procedures. He is the president of Purposeful Connect Networking Group and is a proud sponsor of the Dallas Zoo, Goodwill, the Salvation Army, Prestonwood Christian Academy, Cub Scouts, and the Allen Public Library.