About
Samuel Carlson is an ETF Portfolio Analyst at Amplify ETFs, headquartered in Wheaton, IL, where he is responsible for portfolio analysis and supporting the firm’s exchange-traded fund product range. In this capacity, he focuses on researching and monitoring a variety of ETF strategies and asset classes, contributing to portfolio construction and ongoing performance evaluation. Amplify’s ETF offerings span equities, fixed income, and thematic investment products, providing Samuel with direct exposure to these sectors within the ETF landscape.
Before joining Amplify ETFs in July 2024, Samuel gained experience in strategy research at First Trust, where he assisted with investment product analysis and market research from January to May 2024. He also served as a Research Assistant at Wheaton College, developing quantitative and analytical research skills relevant to the investment management industry. His early career foundation equips him with a strong understanding of research-driven investment processes and ETF markets.
Samuel holds a bachelor’s degree in Economics from Wheaton College, which underpins his analytical expertise in financial markets and investment strategy. His contributions to the ETF sector reflect a focus on data-driven analysis, portfolio optimization, and sector or thematic research, particularly in U.S. equity and fixed income ETFs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Amplify ETFs | ETF Portfolio Analyst | Jul 2024 to Present | — |
| First Trust | Strategy Research | Jan 2024 to May 2024 | ➔ Analyzed various equity/fixed-income securities using Bloomberg and related functions to present to PMs. ➔ Optimized portfolio strategies utilizing back testing and security analytics to assist team... |
| Wheaton College | Research Assistant | May 2023 to Aug 2023 | ➔ Assisted in developing an advanced and interactive mathematical e-book for the use of universities in Ethiopia. ➔ Learned and implemented new coding skills in Jupyter Notebook, a primarily Python-ba... |
| Sunshine Gospel Ministries | Research Assistant | May 2022 to Aug 2022 | ➔ Utilized Excel to clean, organize, and analyze data extracted from the Cook County Treasurer's web page and other relevant data sources. ➔ Completed further data analysis for predictive modeling on ... |
| Chick-fil-A Restaurants | Front House Member | May 2021 to Aug 2021 | ➔ Bagged and served food orders for guests at the window, counters, and tables. ➔ Operated and managed payment stations using debit/credit cards, cash, and gift cards. ➔ Maintained sanitary workspace ... |
| CHICAGO GOLF CLUB | Groundscrew Member | Apr 2019 to Aug 2020 | ➔ Handled and maintained other heavy-duty and expensive company equipment nearing $3,000 in price. ➔ Completed additional landscaping duties including path maintenance, mulching, laying sod, raking bu... |
Education
Wheaton College
Bachelor's degree, Economics
2020 — 2024