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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Michael T

CFA®, Series 63

New York, NY

Hamlin Capital Management, LLC

Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.

Tax-loss harvesting Self-Employed
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Nathaniel F

CFA®, Series 66

New York, NY

Hamlin Capital Management, LLC

Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.

Tax-loss harvesting Self-Employed
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Christopher D

CFA®, Series 63

New York, NY

Hamlin Capital Management, LLC

Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.

Tax-loss harvesting Self-Employed
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Dennis L

Series 65

New York, NY

Hamlin Capital Management, LLC

Dennis Lam is a financial advisor at Hamlin Capital Management, LLC with a Series 65 designation and three years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management services to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and municipal and taxable bonds, utilizing fundamental analysis and proprietary tools.

Tax-loss harvesting Self-Employed
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