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Sam Sudame Caia Cfp Cfa Email Address


Job Title


We Family Offices

WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise, they work with UHNW families to manage their wealth as a business.


I have 25+ years of multi-asset investment experience incorporating traditional & alternative investments: global equities & fixed income, real assets, hedge funds and private equity. I hold the CFA, CAIA and CFP designations as well as an MBA. I have significant experience formulating investment strategy, sourcing & performing due diligence of top class managers, constructing strategic asset allocation and risk management.

Last University
Went to Oberlin College
Based in Miami-Fort Lauderdale Area.

Other people working at We Family Offices:

Pablo AguilarChief Financial Officer
Evelyn VigistainAssociate Director, Consulting Group
Cesar PachonFounding Partner
Michael ZeunerManaging Partner
Joseph KelloggPartner and Wealth Planning Executive
Julie NeitzelCo-Founder
Santiago UlloaFounder and Managing Partner
Alberto GuerreroFinancial Planning and Analysis Manager
Claudia NaffahAssociate Relationship Manager
Dirka Abdala CpaFinancial Controller
Matt FarrellVice President
Felipe CastroInvestment Associate
Maria LagomasinoChief Executive Officer and Managing Partner

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