Sam Benen

Personal Finance, Retirement, Investing
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“With a decade of experience in the financial world, Sam Benen is committed to being a helpful resource for a wide range of personal financial decisions.”
Firm:

SJBenen Advisory, LLC

Job Title:

Investment Adviser

Biography:

Sam Benen is an Investment Advisor at SJBenen Advisory, LLC, a Registered Investment Adviser firm, established in 2016, located in Chapel Hill, North Carolina. Sam and his team are committed to upholding the highest standards of ethical conduct and acting as a fiduciary to serve the best interests of his clients above all else.

Sam has been in the investing business since graduating from Princeton in 2007 with a Bachelor’s degree in economics.  He got his start in financial markets right out of college working as a trading assistant at Susquehanna International Group, participating in arbitrage strategies in options and ETFs. Sam worked for nearly 4 years as a trader at a hedge fund in Greenwich, Connecticut called Paloma Partners, where he worked for one of their internal groups called Xaraf Management.  At Xaraf, Sam and his team traded in a wide range of derivatives markets, ranging from bonds to stocks to currencies. He worked for nearly 5 years as a portfolio manager at Talpion, a family office in New York City. His focus there was trying to generate absolute return in all market environments, meaning he tried to make returns whether the market was up or down by finding niche pockets of financial markets where he had an edge. 

Sam was a top-ranked chess player in the nation, winning 7 individual national chess championships between the ages of 8 and 18.  He is an ever-aspiring dilettante at all kinds of strategic games like Scrabble, Boggle, gin rummy, poker, and his favorite of them all, golf.  Sam is originally from New York City and now lives with his wife in Chapel Hill, North Carolina.

Education:

BA, Economics, Princeton University

Assets Under Management:

$38 million

CRD Number:

6634000

Disclaimer:

SJBENEN ADVISORY, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN

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  • Sam Benen -- SJBenen Advisory, LLC
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May 2017

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    Debt, Investing
Should I begin to invest despite being in debt?
92% of people found this answer helpful

Hi, I completely understand the information overload on the internet.  I can tell that you want a clear, straightforward answer.  So here it is.  If you came to me and wanted me to help you start investing, I would turn you away.  I would tell you to pay down your debts first and then come back to me for investing help once you were out of debt entirely.  In fact, I would read you the riot act and tell you to eat ramen noodles and live a life of total austerity to put every available dollar in your bank account towards getting out of debt.  Period.  Start with paying down the credit card debt first, since that is clearly going to have the highest interest rate.

May 2017
    Investing, ETFs
How do I differentiate and determine which ETF is right for me?
92% of people found this answer helpful
February 2017
    Banking, Bonds / Fixed Income
In the movie The Big Short, how does Dr. Burry buy credit default swaps?
88% of people found this answer helpful
September 2017
    Asset Allocation
How much gold should I have allocated in my portfolio?
87% of people found this answer helpful
May 2017
    Investing, Asset Allocation
Is it possible to over-diversify my portfolio?
83% of people found this answer helpful
February 2017