Sam Smith, CFA, is an experienced investment professional currently serving as an Investment Analyst at Freedom Advisors since September 2020. Prior roles include Performance Measurement Analyst at Brown Brothers Harriman and Fund Accountant at ALPS, A DST Company. Sam began in the financial industry as a Fund Performance and NAV Delivery Intern at Janus Henderson Investors U.S., where responsibilities included the daily delivery of mutual fund NAVs and providing historical performance figures. Sam holds a Bachelor's Degree in Economics and International Affairs from the University of Colorado Boulder and has experience with transactions and shareholder inquiries as a Senior Investor Specialist. Early education includes attendance at Rhodes College and East High School.
Sign up to view 0 direct reports
Get started