Samuel P. Donnelly
Operations Manager
Sam oversees operations and service support for our organization. He works with our account custodians to establish new accounts, coordinate account transfers and provide service for the firm’s clients. Sam plays a key role ensuring efficiency and accuracy in all aspects of client onboarding and account management. His focus is that of the firm, of helping clients to Prosper, Serve and Give.
Sam joined PSG Financial as an intern while studying at the University of Delaware. He earned his Bachelor of Science in Operations Management. Upon graduation, Sam transitioned to a full-time position as the firm’s Operations Manager.
A lifelong Delawarean, Sam enjoys a wide variety of outdoor activities.