Sam Smith, CFA, is an experienced finance professional currently serving as a Portfolio Manager at GeoWealth since August 2025. Prior to this, Sam worked as an Investment Analyst at Freedom Advisors from September 2020 to July 2025 and held the position of Performance Measurement Analyst at Brown Brothers Harriman from November 2018 to September 2020. Sam's career began as a Fund Accountant at ALPS, A DST Company, from December 2016 to November 2018, and included an internship focused on fund performance and NAV delivery at Janus Henderson Investors U.S. from November 2014 to November 2016. Educational qualifications include a Bachelor's Degree in Economics and International Affairs from the University of Colorado Boulder, completed in 2014.
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