Sameer S. Sarmast

Senior Vice President, ESG Investments

Areas of Expertise

Goal Alignment

Asset Allocation

Retirement Planning

Estate Planning

Tuition Planning

Qualifications & Experience

BS in Finance with MIS Concentration, Rutgers University
MS in Leadership from Northeastern University
FINRA Series 7 and 66, Certificate in Financial Planning from New York University
Fluent in Urdu and Hindi

Schedule AN APPOINTMENT Your Wealth Portal

New York, NY

Palm Beach, FL

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Words to Live By

If you want to go fast, go alone. If you want to go far, go together.

African Proverb

Client Experience Professionals

Soliel Geronimo

Team Members

See Team Page

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About

With over 20 years of experience in wealth management, Sameer focuses on understanding and addressing the unique needs and goals of each client and their family. His approach emphasizes building relationships founded on trust, transparency, and open communication. Sameer is particularly skilled in helping clients align their investments with their values, utilizing ESG and Halal-centered strategies.

Before joining Farther, Sameer established the Wealth Management Group at Saturna Capital (Amana Mutual Funds), where he provided financial planning and managed accounts. He also served as Vice President and Private Client Advisor at J.P. Morgan, managing investments for affluent clients in New York for over a decade.

A native of Bergen County, NJ, Sameer now splits his time between Bergen County and Palm Beach County, FL, where he resides with his family. In his free time, he enjoys traveling, volunteering, trying new restaurants, and staying active through the gym, golf, and basketball.