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Samuel Everritt Miller
Directeur van Onderzoek - Eigen Vermogen bij Signature Estate & Investment Advisors LLC
Profiel
Mr. Samuel E.
Miller, CFA MBA, is a Director of Research & Marketing at Signature Estate & Investment Advisors LLC.
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, he 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, he 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.
He 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.
He 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 charter in 2007, the Chartered Alternative Investment Analyst designation in 2017, and the CERTIFIED FINANCIAL PLANNER certification in 2018.
Actieve functies van Samuel Everritt Miller
Bedrijven | Functie | Begin |
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Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Directeur van Onderzoek - Eigen Vermogen | 01-10-2021 |
Eerdere bekende functies van Samuel Everritt Miller
Bedrijven | Functie | Einde |
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United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Portefeuillebeheerder-Aandelen | 01-10-2017 |
Opleiding van Samuel Everritt Miller
University of Illinois | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |