We’re proud to share that Andrew Samalin, CFP®, EA, CDFA®, Principal of Samalin Wealth, has been named one of CIO Global’s The Most Exceptional Leaders in Finance, 2026, and is featured on the cover of the edition.
The profile, titled “Andrew Samalin: Putting the Client First in a Changing Financial World,” looks at how Andrew has built Samalin Wealth around a simple idea: technology and markets will keep changing, but good financial guidance still comes down to people.
A career built on relationships
Andrew has advised individuals, families, businesses, and foundations since 1992. Before founding Samalin Wealth, he held senior roles at Morgan Stanley, Prudential Securities, and Wachovia Securities. Today, the firm serves clients from offices in New York, Philadelphia, and Dallas, bringing together investment management, tax planning, and divorce financial planning under one roof.
As a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent licensed to represent taxpayers before the IRS, and a Certified Divorce Financial Analyst®, Andrew brings an unusually integrated perspective to the decisions clients face, especially during major life transitions.
People first, always
The feature captures a philosophy that guides everything we do. As Andrew puts it:
“At Samalin Wealth, the relationship will always be between people, and that human connection is what makes the client experience.”
Tools and technology help us work smarter, but they don’t replace listening, understanding a family’s goals, or being there when life changes course. That’s the standard we hold ourselves to, and it’s what we believe this recognition reflects.
Thank you
Recognition like this belongs to the whole Samalin Wealth team and to the clients who trust us with their financial lives. We’re grateful for both.
Read the full profile on CIO Global →
View the full digital edition →
Disclosure: This recognition represents a media feature by CIO Global, a business and leadership publication. According to CIO Global, its selection process involves a qualitative review of publicly available information concerning a business leader's professional achievements, industry reputation, leadership impact, innovation, and contributions to their respective sectors. Samalin Wealth paid CIO Global fees in connection with the editorial recognition, publication of the feature, and related media promotional services. This recognition should not be interpreted as an independent assessment or verification of Samalin Wealth's investment performance, client results, investment advisory capabilities, or regulatory standing.
