About
Sam Smith, CFA, is a Portfolio Manager at GeoWealth, based in Denver, CO, where he manages multi-asset investment portfolios for a diverse client base. In this capacity, Sam focuses on asset allocation strategy, performance analytics, and risk management, with responsibility for overseeing investments across equities, fixed income, and alternative asset classes.
Prior to joining GeoWealth in August 2025, Sam held roles as an Investment Analyst for Freedom Advisors and as a Performance Measurement Analyst at Brown Brothers Harriman. His career foundation includes experience in fund accounting and NAV performance at ALPS and Janus Henderson Investors, where he developed expertise in portfolio analytics and financial operations.
Sam holds a Bachelor's Degree in Economics and International Affairs from the University of Colorado Boulder, graduating in 2014. He leverages deep analytical skills and industry certifications—including the CFA designation—to optimize investment strategies primarily in equities, fixed income, and multi-asset portfolios, contributing significantly to portfolio performance and operational efficiency in the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GeoWealth | Portfolio Manager | Aug 2025 to Present | — |
| Freedom Advisors | Investment Analyst | Sep 2020 to Jul 2025 | — |
| Brown Brothers Harriman | Performance Measurement Analyst | Nov 2018 to Sep 2020 | — |
| ALPS, A DST Company | Fund Accountant | Dec 2016 to Nov 2018 | — |
| Janus Henderson Investors U.S. | Fund Performance and NAV Delivery Intern | Mar 2016 to Nov 2016 | Daily delivery of mutual fund NAVs to external and internal clients Provide various historical performance figures regarding mutual funds upon request |
| Janus Henderson Investors U.S. | Senior Investor Specialist | Nov 2014 to Nov 2016 | Processed transactions and answered questions for shareholders over the phone Internships with Investments and Fund Performance |
Education
University of Colorado Boulder
Bachelor's Degree, Economics and International Affairs
2011 — 2014
Rhodes College
2010 — 2011
East High School
2006 — 2010
Skills & Expertise
Others at Geowealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
 | VP, Senior Trading Specialist | Chicago, IL , United States |
 | Chief Investment Officer | Stamford, CT , United States |
 | Client Portfolio Manager | Chicago, IL , United States |
R Rob Gee | VP, Portfolio Manager | San Francisco, CA , United States |
 | Trading Specialist | Chicago, IL , United States |
 | VP, Portfolio Management | Head of Trading | Chicago, IL , United States |
 | Trading Analyst | Chicago, IL , United States |
 | Client Portfolio Manager, Investment Solutions | Chicago, IL , United States |
 | Senior Trading Specialist | Chicago, IL , United States |