Sam Miller Cfa, Caia

Sam Miller, CFA, CAIA, CFP has extensive experience in the field of finance and investment management. Sam currently serves as the Director of Research and Marketing at Signature Estate & Investment Advisors, LLC, a position they have held since October 2021. Prior to this role, they held the position of Senior Investment Strategist at the same company from October 2017 to September 2021.

From 2014 to 2017, Sam worked at United Capital Financial Advisers, LLC, first as the Vice President, Investment Management, where they led and directed the management of portfolio construction, monitoring, and evaluation tools. Sam also managed tax minimization strategies on the investment platform and assisted in onboarding and training. Prior to this, they held the role of Associate Vice President, Investment Management, from 2013 to 2014, and Portfolio Strategist from 2011 to 2013.

Sam's education includes attending the University of Chicago Booth School of Business as a student from 2008 to 2011. Prior to this, they worked as a Portfolio Manager at Slayton Lewis from 2007 to 2009. Sam also served as a Senior Investment Analyst at Northwestern Mutual Financial Network - McTigue Group from 2003 to 2006, and as an Investment Analyst at Northwestern Mutual Financial Network - Wright Group from 2001 to 2003.

Sam Miller, CFA, CAIA, CFP completed a Bachelor of Finance degree at Gies College of Business - University of Illinois Urbana-Champaign from 1998 to 2002. In 2008, Sam furthered their education by pursuing an MBA at The University of Chicago Booth School of Business, specializing in Accounting, Analytic Finance, and Econometrics, which they completed in 2011.

In addition to their academic achievements, Sam has obtained several certifications throughout their career. These include the Chartered Financial Analyst (CFA) designation from the CFA Institute, acquired at an undisclosed date. They also hold the Chartered Alternative Investment Analyst (CAIA) designation, obtained in October 2017, and the Certified Financial Planner (CFP) certification, obtained in December 2018.

Sam has further enhanced their skill set with a series of certifications in various areas. These include the Series 24 certification from FINRA, received in December 2021. They have also completed various LinkedIn courses, such as Digital Marketing Foundations, Excel Essential Training, and Goal Setting: Objectives and Key Results, all completed in August 2022. Other certifications obtained by Sam include the Communicate to Influence Certificate from Decker Communications in April 2016, and various financial industry regulatory certifications such as Series 7, Series 10, Series 26, Series 63, and Series 66, acquired between 2001 and 2006.

Overall, Sam Miller, CFA, CAIA, CFP has a strong education background with a Bachelor of Finance degree and an MBA from reputable institutions, along with numerous certifications in finance, communication, and other related areas.