Last updated: 09:45 / Thursday, 17 October 2019
For the investments team

Sam Sudame and Matt Farrell Join WE Family Offices

  • WE Family Offices strengthens its investment team with the two hires
  • Sudame will be responsible for Public Markets
  • Farrell will be responsible for Private Markets

WE Family Offices strengthens its investment team with the hiring of Sam Sudame and Matt Farrell. Sudame joins as Senior Investment Associate and will be responsible for Public Markets, Asset Allocation, Portfolio Construction and Risk Management. Farrell joins as Senior Investments Manager and will be responsible for Private Markets.

Joe Gutierrez will continue to be responsible for Macro and Santiago Ulloa remains as the firm's CIO.

Ferrell has more than 15 years of experience in the financial services industry. Before joining WE, Matt worked for nine years at Credit Suisse as an alternative investment specialist, and before that, he worked several years in investment banking where he advised clients on mergers and acquisitions, capital increases and strategic initiatives.

He received his bachelor's degree from North Carolina State University and earned his MBA from the University of North Carolina at Chapel Hill. He holds the Chartered Alternative Investment Analyst (CAIA) certification and has approved Level 1 of the Chartered Financial Analyst (CFA) program.

Sam Sudame has more than 25 years of experience in both traditional and alternative assets. He holds the CFA, CAIA and CFP designations, a BA from Oberlin College and an MBA from Thunderbird International Graduate School.

Before joining WE Family Offices, Sam was the Director of Research at Singer Xenos Wealth Management in Coral Gables, FL. Prior to this he lived and worked in Asia for over a decade and held investment banking roles at Bayerische Hypovereins Bank (HVB) and Lehman Brothers.