Private Wealth Manager
Sam Green is a Private Wealth Manager with Upstream Investment Partners, LLC located in Allen, TX. Sam works with a diverse group of clients and businesses and is taking on new clients who are either looking for help managing their current portfolio or who are committed to saving toward their future. Sam works exclusively by referral, and believes that part of his responsibility to his clients is to be a referral resource wherever possible.
Sam lives in Allen, TX with his wife Minnie, and daughters Amelia and Elise. They have two dogs named Cooper and Cobe. In their free time they enjoy travel and time together as a family. Sam’s hobbies include golf and photography.
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 processes into his own investment practices and to assist others in implementing investment policies and procedures. He is the president of Business Network International’s “Connect with Purpose” chapter and is a proud sponsor of the Dallas Zoo, Goodwill, the Salvation Army, and the Plano Public Library system.