Aaron Sams

Aaron Sams, CFA, serves as Senior Research Analyst and Portfolio Manager at PYA Waltman Capital, LLC in Knoxville, TN, where he is a key member of the firm’s investment committee. In this capacity, he oversees investment research and is responsible for managing the firm’s model portfolios, playing a central role in the development and execution of investment strategies.

His expertise spans multi-asset portfolio construction and deep-dive equity analysis, with a focus on public equities and diversified asset allocation. As a CFA® charterholder, Sams brings a rigorous analytical approach and strong commitment to investment discipline, contributing to both individual client and institutional portfolios.

Prior to his tenure at PYA Waltman, there is no public record of previous industry roles, and formal education details are not specified in available disclosures. Sams’ professional reputation is anchored in his leadership in research and portfolio management, and his active participation in the local CFA society reflects his dedication to professional excellence and industry best practices.