Sam Lundquist, CFP®
Portfolio Manager
Union College, BA in Economics
Certified Financial PlannerTM; Accredited Behavioral Finance ProfessionalSM
Sam brings more than a decade of financial services experience to Spinnaker Trust. Prior to joining Spinnaker, he spent his career at Fidelity Investments, where he most recently led a team of advisors and previously held roles focused on retirement planning, workplace planning, and equity compensation guidance. At Spinnaker, Sam supports trading, financial planning, and portfolio management for client accounts. He also contributes to the firm’s investment committees including investor communications, asset allocation, and sustainability.
Sam grew up in Falmouth and now lives in Biddeford Pool with his girlfriend Ana and their yellow lab Misty. You can find them on the beach throughout the summer. When not on the beach, Sam enjoys running, skiing and fly fishing.
