Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.
Previously, as Vice President and Portfolio Manager at United Capital, Sam was responsible for management and oversight of all Tax Managed, Factor, and ESG portfolios. He also led and directed the management of United Capital’s portfolio construction, monitoring, and evaluation tools and resources. Earlier, Sam worked at Slayton Lewis, where he successfully managed a portfolio of discretionary equity and fixed income assets for a time period including the 2008 financial crisis. Sam began his career at Northwestern Mutual, where he built and managed a team of analysts who advised on client assets and were responsible for aspects of investment decision-making, including portfolio construction and security selection. Originally from Chicago, Sam and his wife and daughters currently reside in San Pedro, CA.
Sam received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign in 2002. Additionally, in 2011 he received a Masters in Business Administration with concentrations in Accounting, Analytic Finance, and Econometrics from the University of Chicago. He earned the Chartered Financial Analyst® (CFA®) charter in 2007, the Chartered Alternative Investment Analyst (CAIA®) designation in 2017, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018.