Sam Miller Email & Phone Number
Vice President, Investment Strategy @ Signature Estate & Investment Advisors, LLC
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Sam Miller Location
- Los Angeles, CA, US
Sam Miller Work
- 2024 -now Vice President, Investment Strategy @
- 2021 -2024 Director of Research and Marketing @
- 2017 -2021 Senior Investment Strategist @
- 2014 -2017 Vice President, Investment Management @
- 2013 -2014 Associate Vice President, Investment Management @
- 2011 -2013 Portfolio Strategist @
- 2008 -2011 Student @
- 2007 -2009 Portfolio Manager @
- 2003 -2006 Senior Investment Analyst @
- 2001 -2003 Investment Analyst @ Northwestern Mutual Financial Network - Wright Group
Sam Miller Education
- The University of Chicago Booth School of Business
MBA (Accounting, Analytic Finance, Econometrics)
2008-2011 - Gies College of Business - University of Illinois Urbana-Champaign
Bachelor of Finance (Business)
1998-2002
Sam Miller Skills
- Portfolio Management
- Investment Management
- Asset Allocation
- Financial Services
- ETFs
- Mutual Funds
- Leadership
- Management
- Project Management
- Investments
- Asset Management
- Alternative Investments
- Equities
- Fixed Income
- Socially Responsible Investing
- Investment Strategies
- Wealth Management Services
- Investment Advisory
- Wealth Management
- Retirement Planning
- Business Relationship Management
- Financial Advisory
- Written Communication
- Financial Planning
- Customer Relationship Management (CRM)
- Private Equity
- Decision-Making
- Certified Financial Planner
- Public Speaking
- Due Diligence
- Strategy
- Personal Finance
- Separately Managed Accounts
- Holistic Financial Planning
- Fund Of Funds
- Communication
- Options Strategies
- Personal Financial Planning
- Estate Planning
- CAIA
- Goal Setting
- Objectives and Key Results (OKRs)
- Microsoft Excel
- Digital Marketing
- Inside Sales
- Sales
- Marketing
- Customer Service
- Social Media
- Social Media Marketing
- Social Networking
- Time Management
- Microsoft Word
- Event Planning
Sam Miller Summary
- Sam Miller, based in Los Angeles, CA, US, is currently a Vice President, Investment Strategy at Signature Estate & Investment Advisors, LLC. Sam Miller brings experience from previous roles at Signature Estate & Investment Advisors, LLC and United Capital Financial Advisers, LLC. Sam Miller holds a 2008 - 2011 MBA in Accounting, Analytic Finance, Econometrics @ The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Investment Management, Asset Allocation, Financial Services, ETFs and more. Sam Miller has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Signature Estate & Investment Advisors, LLC Employees
David Johnson
Senior Partner
McLean, VA, US
Len Hirsh
Partner
Hermosa Beach, CA, US
Sam Miller
Vice President, Investment Strategy
Los Angeles, CA, US
Paul Taghibagi
Senior Partner
Los Angeles, CA, US
Eric Pritz
Senior Partner
Manhattan Beach, CA, US
Kyle Smith
Partner
Washington, DC, US
Thomas West
Senior Partner
McLean, VA, US
John Keenan
Partner
Kensington, MD, US
Stephen Masterson
Chief Financial Officer
Santa Barbara, CA, US
Jennifer Kim
Senior Partner
Los Angeles, CA, US
Gary Liska
Founding Partner
Los Angeles, CA, US
David Robertson
Partner
Cleveland, OH, US
Chris Maryanopolis
Chief Operations Officer
United States
April Menary
Vice President of Operations
Cleveland, OH, US
Matt Matrisian
President
California, United States
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