Sam Miller Email & Phone Number
EVP, Investment Strategy @ Signature Estate & Investment Advisors, LLC
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Sam Miller Location
- Los Angeles, CA, US
Sam Miller Work
- EVP, Investment Strategy @ (May 2025 - Present)
- Vice President, Investment Strategy @ (March 2024 - May 2025)
- Director of Research and Marketing @ (October 2021 - June 2024)
- Senior Investment Strategist @ (October 2017 - September 2021)
- Vice President, Investment Management @ (April 2014 - October 2017)
- Associate Vice President, Investment Management @ (January 2013 - April 2014)
- Portfolio Strategist @ (March 2011 - January 2013)
- Student @ (August 2008 - March 2011)
- Portfolio Manager @ (January 2007 - August 2009)
- Senior Investment Analyst @ (October 2003 - December 2006)
- Investment Analyst @ Northwestern Mutual Financial Network - Wright Group (December 2001 - October 2003)
Sam Miller Education
- The University of Chicago Booth School of Business
MBA
2008-2011 - Gies College of Business - University of Illinois Urbana-Champaign
Bachelor of Finance
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 EVP, 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 @ 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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