Samuel Everritt Miller

Samuel Everritt Miller

Director of Research - Equity at Signature Estate & Investment Advisors LLC

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Profile

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.

Samuel Everritt Miller active positions

CompaniesPositionStart
Director of Research - Equity 30/09/2021
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Former positions of Samuel Everritt Miller

CompaniesPositionEnd
Portfolio Manager-Equities 30/09/2017
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Training of Samuel Everritt Miller

University of Illinois Undergraduate Degree
The University of Chicago Masters Business Admin

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100 +

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