Sam McBride, CFA

I've spent my career working across many different segments of the finance world. After graduating from Vanderbilt University with a degree in Economics and History, I worked as an Investment Analyst with New Constructs, an independent equity research firm that specializes in identifying and reversing accounting distortions in public company filings. I spent countless hours digging through SEC filings, identifying signs of earnings manipulation and red flags for investors.

After that, I spent time working in Investor Relations at Cracker Barrel and in Risk Control at UBS, learning a great deal about corporate strategy, risk management, and stress testing. During that time, I also earned my CFA® Charter. I joined Heirloom Wealth Management in 2026 and am happy to be able to use the skills I've built up over my career to help clients achieve their financial goals.

I grew up in Colorado Springs, and after over 15 years away in Nashville, I'm happy to be back in Colorado. Outside of work, I spend time with my wife, Jessa, and two young kids, Kilvin and Harvey, and I love soccer, skiing, and reading.