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Samuel Lodge began their work experience in 2016 as an Equity Analyst at Pantheon Investment Group, LLC. Samuel supported a senior equity research analyst in the due diligence process and assisted in creating valuation models using advanced Excel. In 2017, they worked as a Sales and Trading Summer Analyst at WallachBeth Capital. In 2018, they continued their journey at WallachBeth Capital, starting as an Analyst in ETF Trading Solutions and later promoted to Vice President in the same department in January 2021. Their current role as Vice President does not have specified end dates.

Samuel Lodge attended Skidmore College from 2014 to 2018, where they obtained a Bachelor of Science degree in Management and Business. In addition to their degree, they have also obtained several certifications in the financial industry. In February 2019, Samuel received the Securities Industry Essentials (SIE) certification from FINRA (Financial Industry Regulatory Authority). Samuel also obtained the Series 7 Top Off certification from FINRA in the same month. In April 2019, Samuel obtained the Series 63 - Uniform State Law Agent certification from NASAA (North American Securities Administrators Association), and in July 2019, they obtained the Series 57 - Securities Trader Exam certification from FINRA.