Samuel Lathey

Samuel Lathey is an accomplished financial professional with extensive experience in investment management and advisory roles. As Co-Founder and CEO of Bippit since June 2019, Samuel leads the company in providing expert financial guidance and one-to-one coaching for employees. Additionally, Samuel serves as a Fellow at The Finance Innovation Lab, focusing on the advancement of financial systems that benefit both people and the planet. Previous positions include Investment Manager, Investment Adviser, and Investment Assistant at Quilter, as well as Investment Support at Cheviot Asset Management, and a Post Room role at UBS. Samuel's career in music included being a Professional Musician with the Musicians' Union. Educational credentials include a Chartered FCSI designation and a Chartered Wealth Manager qualification from The Chartered Institute for Securities & Investment, along with a Bachelor of Music in Performance from the Guildhall School of Music & Drama.