Sam Tabar Benefits Clients in Law and Finance

Most of us in marketing know that the industry is rapidly evolving, making strategy development a tricky challenge. I thought I would share this story I came across about Sam Tabar, a capital strategist who has defied all the odds and who I found to be quite inspiring when it comes to business success.  Many people combine professional careers that complement each other. Sometimes it is because they love both professions, and other times they want the knowledge of one profession to enhance the practice of the other. Sam Tabar put this into practice, developing a plan of marketing strategy that reflected both his law and finance knowledge areas.

After graduating with honors from Oxford University with an MA and BA in Law, Sam Tabar continued his education at Columbia University. Perhaps it was while serving as assistant editor of the <i>Columbia Business Law Review.</i> that he recognized the close relationship between law and business. Whatever it was must have ignited his interest in wealth management and capital strategies since his career has led to prominence in both fields.

After completing his degree at Columbia in May 2001, he joined the prestigious law firm of Skadden, Arps, Slater, Meagher & Flom, LLP as an Associate. He combined his law degree with business as he counseled clients about the formation of hedge funds, investment agreements, employment issues and various other business-related legal requirements. Sam Tabar is quickly gaining industry attention, most recently from major news outlets such as CNBC.

Gaining knowledge and experience with legal formations of business structures leads to a knowledge of the advantages of each. For example, investing in public corporations limits the investor’s risks to his or her investments. Investing in commodities can be risky for the novice. Knowing how to diversify investments to maximize profits and minimize losses requires a knowledge of legal liabilities of investors. Expanding the role of an attorney to wealth management and capital strategist is a natural progression.


In September 2004, he left a promising law career to join PMA Investment Advisors. He was eventually promoted to Managing Director and Co-Head of Business Development. His duties included managing all facets of a $2 billion hedge fund. In addition,

In February 2011, he joined Bank of America Merrill Lynch. As Director and Head of Strategy for the Asian Pacific region, he counseled hedge fund clients and targeted introductions to institutional investors about endowments, foundations, pensions and other investments. He also managed the capital allocations cycle between fund managers and investors. While at Bank of America Merrill Lynch, Tabor built a file of 1,250 institutional investors.

In September 2013, he returned to the legal profession as Senior Associate with Schulte, Roth & Zabel, LLP. His legal and financial careers combined to provide counsel for formation of funds, management agreements, business structures and other legal contractual requirements for business structures.


Sam Tabar continues practicing both careers as a prominent New York attorney and capital strategist. He continues to prove that combining two complementary careers provides maximum benefits to his clients.

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