Samuel Fraundorf Cpa

Samuel Fraundorf, CFA CPA, has extensive experience in the investment management industry. From 2015 to the present, they have served as the Chief Investment Officer at Diversified Trust, where they are responsible for developing and executing investment strategies, leading the Investment Team, and advising clients. Prior to that, from 2004 to 2015, they held various roles at Wilmington Trust, including Head of Portfolio Strategy and Chief Investment Officer, where they oversaw portfolio construction, risk analysis, investment research, and strategic planning. Additionally, from 1999 to 2004, they worked at KPMG US as a Senior Manager, providing investment advice and consulting expertise to institutional and governmental clients, as well as tax and financial planning expertise to individual clients.

Samuel Fraundorf, CFA CPA, has a strong educational background in finance and accounting. Samuel obtained a Bachelor of Science (B.S.) degree in Finance & Accounting from the University of Idaho, which they attended from 1982 to 1987. Later, in 1997 to 1998, they pursued their Master of Science (M.S.) degree in Finance from Georgia State University.

In addition to their formal education, Samuel has obtained two significant certifications to further enhance their expertise. Samuel became a Chartered Financial Analyst (CFA) in August 2000, having completed the program offered by the CFA Institute. Subsequently, in January 2013, they acquired the Certified Public Accountant (CPA) designation, conferred by the Georgia Secretary of State.

These educational achievements and certifications clearly demonstrate Samuel Fraundorf's commitment to continually improving their knowledge, skills, and professionalism in the fields of finance and accounting.