Sam Smith, CFA

Sam Smith, CFA has worked as an Investment Analyst at EQIS Capital Management, Inc. since September 2020. Prior to that, from November 2018 to September 2020, they served as a Performance Measurement Analyst at Brown Brothers Harriman. From December 2016 to November 2018, Sam worked as a Fund Accountant at ALPS, A DST Company. Lastly, from November 2014 to November 2016, they held two roles at Janus Henderson Investors U.S. - Fund Performance and NAV Delivery Intern and Senior Investor Specialist.

Sam Smith, CFA has a Bachelor's Degree in Economics and International Affairs from the University of Colorado Boulder, which they obtained from 2011 to 2014. Prior to that, Sam attended Rhodes College in 2010, although it is unclear if they obtained a degree or field of study. They completed their high school education at East High School from 2006 to 2010. In addition to their formal education, Sam Smith has obtained several certifications, including the Series 6 and Series 63 from the Financial Industry Regulatory Authority (FINRA) in 2015. Sam is also a Chartered Financial Analyst (CFA) certified by the CFA Institute, though the specific year of certification has not been provided.