Sam Nevin
Chief Executive Officer at Ayrshire Capital Management LLC
Profile
Mr. John M.
Nevin is a Managing Partner at Ayrshire Capital Management LLC.
He founded the firm in May of 2011.
Mr. Nevin’s experience in wealth management reaches back over 30 years.
During this time, he’s experienced just about all the markets can offer, from recessions to recoveries, bubbles to busts, economic stability to some of the most volatile times the financial world has ever seen.
His intimate involvement working with high net worth families over this stretch has provided him with a broad-reaching and unique understanding of money management.
Mr. Nevin was previously employed as a Partner & Portfolio Manager by Bourgeon Capital Management LLC (2004-2011), a Portfolio Manager by White Oak Capital Management, Inc. (1999-2004), an Analyst at Gray, Seifert & Company( 1989-1999), and Union Trust Company (1987-1989), and a Vice President by The Seifert Group.
He received his BA Economics degree from Connecticut College (1987) and an MBA (with Distinction) in Finance & Accounting; Beta Gamma Sigma Honorary Academic Society from New York University, Stern School of Business.
He is also Member of CFA Institute and New York Society of Security Analysts.
Sam Nevin active positions
| Companies | Position | Start |
|---|---|---|
Ayrshire Capital Management LLC
 Ayrshire Capital Management LLC Investment ManagersFinance Ayrshire Capital Management LLC is an investment advisory firm that provides investment advice. The American company was founded in 2011 by John Merritt Nevin. John Merritt Nevin has been the CEO since 2011. | Chief Executive Officer | 2011-04-30 |
Former positions of Sam Nevin
| Companies | Position | End |
|---|---|---|
White Oak Capital Management, Inc.
 White Oak Capital Management, Inc. Investment ManagersFinance Registered investment adviser White Oak Capital Management, Inc. (WOC) manages equity portfolios for individuals and institutions. The firm is located in New York City. | Portfolio Manager-Equities | 2004-09-29 |
| The Seifert Group | Analyst-Equity | 1998-12-30 |
Bourgeon Capital Management LLC
 Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Portfolio Manager-Equities | - |
Training of Sam Nevin
| New York University | Masters Business Admin |
| Connecticut College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
White Oak Capital Management, Inc.
White Oak Capital Management, Inc. Investment ManagersFinance Registered investment adviser White Oak Capital Management, Inc. (WOC) manages equity portfolios for individuals and institutions. The firm is located in New York City. | Finance |
Bourgeon Capital Management LLC
Bourgeon Capital Management LLC Investment ManagersFinance Bourgeon Capital Management LLC (Bourgeon) is an independent registered investment advisory and wealth management firm headquartered in Darien, Connecticut. The firm was founded by John A. Zaro III in 1999. Bourgeon provides investment advisory services to managed accounts owned by individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
| The Seifert Group | Finance |
Ayrshire Capital Management LLC
Ayrshire Capital Management LLC Investment ManagersFinance Ayrshire Capital Management LLC is an investment advisory firm that provides investment advice. The American company was founded in 2011 by John Merritt Nevin. John Merritt Nevin has been the CEO since 2011. | Finance |
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