Sameer Sawaqed

Director of Client Engagement at Freedom Family Office

Speaker

Sameer has a passion for truly understanding each client's challenges in efforts to identify the ultimate solution for them and help cultivate being part of building a world class culture at Freedom Family Office. Sameer is an active member on our investment committee. Sameer is also responsible for helping evaluate and implement new technology to enhance our reporting, client experience, and overall firm efficiency. Before assuming his current role at Freedom Family Office, Sameer served as a Vice President, Investor Relations at Chicago Atlantic, a $1.2 billion alternative investment manager headquartered in Chicago and Miami. In this capacity, he collaborated closely with RIAs, family offices, and high-net-worth individuals. His professional journey commenced at UPM, a publicly traded European company, where he began as the first US-based sales trainee. Later, Sameer transitioned to Enfusion, a fintech company catering to hedge funds. Sameer was able to be a part of a growing business development team that saw Enfusion go from high growth startup to IPO. He then went on to become a regional director at Vise, helping manage roughly $500 million in AUM.

Here, he focused on managing existing relationships with advisors, adding more AUM, and bringing new RIAs on the platform. Sameer worked closely with client services, investment team, product/ engineering team, and leadership to provide an exceptional experience for clients and help contribute to the long-term growth of the firm and its technology. Sameer holds a bachelor’s degree in business management from Loyola University Chicago and has completed coursework at the University of Chicago Booth School of Business. Continuously pursuing further education, he has engaged in leadership and fellowship programs, including a fellowship with Transform VC, an early-stage venture capital firm based in San Francisco. Transform VC specializes in investing in deep tech, aiming to revolutionize traditional industries. During his tenure with Transform VC, Sameer conducted founder interviews, assessed investment opportunities, and deepened his passion for entrepreneurship and supporting innovators. Outside of work, Sameer loves spending time with his family, playing basketball, and pursuing his passion for fitness. He's shed over 100 pounds and is currently working on hitting his final target weight goal.