Sam McCoy, CPA, CFP®

Assurance Intern

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Columbus, Ohio Metropolitan Area

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Timeline
About me
President of Tenacity Private Wealth
Education
- The Ohio State University Fisher College of Business
  2011 - 2012
  Master of Accounting (MAcc)
- The Ohio State University Fisher College of Business
  2007 - 2011
  Bachelor of Science in Business Administration (BSBA) Accounting, Finance and Economics
Experience
- EY
  Jun 2010 - Aug 2010
  Assurance Intern
- EY
  Oct 2012 - Jun 2015
  - Assurance Senior
    Oct 2014 - Jun 2015
  - Assurance Staff
    Oct 2012 - Sept 2014
- UBS
  Jul 2015 - Oct 2019
  - Financial Advisor
    Jul 2017 - Oct 2019
  - Wealth Planning Analyst
    Jul 2015 - Jun 2017
- Morgan Stanley
  Oct 2019 - Sept 2024
  Associate Vice President, Financial Advisor
- Tenacity Private Wealth
  Sept 2024 - now
  President
Licenses & Certifications
- CERTIFIED FINANACIAL PLANNER(TM)
  Certified Financial Planner Board of Standards, Inc.
  Jul 2017
  View certificate
- CPA - Illinois (Non-Practicing at Morgan Stanley)
  Illinois Department of Financial and Professional Regulation
  Sept 2014
- CPA - Ohio (Non-Practicing at Morgan Stanley)
  Accountancy Board of Ohio
  Apr 2014
- Series 7 - General Securities Representative
  Financial Industry Regulatory Authority (FINRA)
  Aug 2015
- Series 66
  Financial Industry Regulatory Authority (FINRA)
  Sept 2015
Volunteer Experience
- Treasurer
  Issued by UPPER ARLINGTON EDUCATION FOUNDATION
  Associated with Sam McCoy, CPA, CFP®
- Treasurer
  Issued by Upper Arlington Men's Lacrosse Association
  Associated with Sam McCoy, CPA, CFP®
- Alumni Board Member
  Issued by The Ohio State University Fisher College of Business
  Associated with Sam McCoy, CPA, CFP®