Sam Miller is passionate about mentoring others along their career path. He firmly believes that, no matter what stage of your career you find yourself in, you can benefit from the guidance of a trusted advisor. He uses his experience in leading and hiring for investment organizations over the course of 17+ years to help his Square One clients craft compelling narratives during the application process.
Sam has spent his career in the investment management arena in a variety of analyst, portfolio management, and strategist roles. Currently, Sam is a Senior Investment Strategist at Signature Estate and Investment Advisors, a $9b investment advisor in LA. As part of this role, Sam leads and mentors a team of analysts at various stages in their careers and heads up the hiring process for all new team members. He takes what he’s learned from the hiring side of the table and applies those same principles to help his Square One clients put their best foot forward in the MBA application process. Additionally, he has served as a volunteer mentor through the CFA Societies of Chicago and Los Angeles for 10+ years, helping CFA candidates navigate the rigorous exam process while balancing career responsibilities.
Sam has an MBA from Chicago Booth and a Bachelor of Finance from the University of Illinois. Additionally, he earned the CFA charter in 2007, the CAIA charter in 2017, and the CFP certificate in 2018.
Sam has lived in Los Angeles for almost a decade, but still considers Chicago to be home. Outside of the office, he enjoys spending time exploring the beauty of SoCal with family and playing quarterback for his beach flag football team.