Samuel D. Hale, CFA

Samuel D. Hale, CFA®

Relationship Manager

  • Joined Century Management in 2003
  • Financial Professional since 1967
  • University of California, Berkeley, BA History, MBA Finance

As a relationship manager, he oversees the day-to-day relationship between Century Management and a select group of clients. This includes communicating our investment strategy, explaining details regarding managed accounts and providing financial/retirement planning.

Prior to merging his business into Century Management, Sam was the CEO and owner of Hillside Associates (a money management firm in Pasadena, California) from 1974 through 1996. Before Hillside Associates, he was a portfolio manager for Standard & Poor's Inter Capital and a portfolio manager/analyst for Dominick & Dominick. Sam is married and has one son.