SAVERIO (SAM) PAGLIONI, CIMA®

Managing Director; Atlanta

 

 

 

Sam is a founding member of Integer Wealth Advisors Group and manages the firm's investment advisory practice. He has extensive experience with manager due diligence, asset allocation analysis, performance reporting and portfolio development. He has developed and refined our firm's asset allocation process and philosophy. His extensive investment experience is integrated with our tax practice to focus on adding after-tax value for our taxable clients. Sam also leads the firm's effort in the retirement plan marketplace where he has developed independent and "unbundled" service programs to assist plan sponsors. Sam is a Registered Investment Advisor Representative.


Prior to starting the firm, Sam spent 8 years as Senior Manager with Deloitte where he served on the Investment Committee and launched Deloitte's investment advisory practice. 

 

Sam is married, a father of four and has one grandchild. He lives in Kennesaw, Georgia. 


Education:

Ohio State University; B.S.

Kennesaw State University; M.B.A

Credentials:

Certified Investment Management Analysis (CIMA®)

Registered Investment Advisor Representative

 Community:

Investment Management Consultants Association (IMCA); Past Secretary, Treasurer and Board Member of

St. Catherine of Siena School; Advisory Member

 

 

"It is both professionally and personally rewarding to gain the respect of our clients and ensure there is a financial plan for all facets of their lives and for generations to follow."

Sam Paglioni, Managing Director