Today marks a major milestone for Stavis Wealth as we officially welcome Samir Sinha as our new Chief Investment Officer.

In this candid conversation with Deborah Stavis, Samir shares his remarkable investment journey from his early days at Sanford Bernstein and AIM/Invesco to leading global strategy at Franklin Templeton. You’ll hear how his unique blend of value and momentum investing, combined with family office insight, has shaped a truly integrated approach to wealth management.

In this episode:

👉 Why individuals can build institutional-quality portfolios

👉 What Samir learned during the 2008 crisis—and how it shaped his risk philosophy

👉 How a chemical engineer became a lifelong investment learner

👉 The role of holistic planning in delivering meaningful outcomes for clients

👉 Why Stavis Wealth's integrated model of investment, insurance, and estate planning feels like home

Whether you're a client, advisor, or just love smart investing conversations, this is one you won’t want to miss.