Samuel Okeowo
Operations Specialist at United Capital Financial Advisers, LLC
About
Samuel Okeowo is a Senior Analyst at United Capital Financial Advisors, LLC, based in Roanoke, TX, where he provides investment research and analytical support to the firm's advisory team. In this capacity, he focuses on portfolio construction, risk assessment, and the evaluation of diverse asset classes tailored to the needs of high-net-worth and institutional clients.
Samuel’s expertise includes in-depth market analysis and financial modeling across sectors such as equities, fixed income, and alternative investments, enabling evidence-based asset allocation strategies. Before joining United Capital as an analyst, he held a similar role at Goldman Sachs, further enhancing his experience in global markets and portfolio analysis.
He holds a Bachelor’s degree in Banking and Finance from Babcock University, Nigeria, providing a strong academic foundation for his analytical and investment decision-making skills. Samuel is recognized for his proficiency in identifying investment opportunities within both emerging and developed markets and his commitment to delivering informed, client-focused advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Capital Financial Advisors, LLC | Operations Specialist | Sep 2025 to Present | — |
| United Capital Financial Advisors, LLC | Senior Analyst | Nov 2023 to Present | — |
| Goldman Sachs | Senior Analyst | May 2023 to Nov 2023 | — |
| Goldman Sachs | Analyst | Jun 2022 to May 2023 | — |
| Infosys | Administrative Consultant | Mar 2022 to Jun 2022 | — |
| Charles Schwab | Financial Services Representative | Jan 2022 to Mar 2022 | — |
| Babcock Finance Society | Member | Jun 2019 to Jun 2021 | — |
| Babcock University, Ilishan-Remo | Vice President | Sep 2017 to Jun 2021 | — |
Education
Babcock University, Ilishan-Remo, Nigeria
Bachelor's degree, Banking and finance
2017 — 2021
Others at United Capital Financial Advisers, LLC (9)
| Name | Role | Location |
|---|---|---|
| Sr Research Analyst | Seattle, WA , United States | |
| Senior Analyst | Dallas, TX , United States | |
| Chief Investment Officer | Kansas City, MO , United States | |
J Jennifer Dang | Analyst | United States |
A Ashley Heineman | Associate | Plano, TX , United States |
| Senior Trader | TX , United States | |
N Nick Dumitru | Portfolio Analyst | Dallas, TX , United States |
| Analyst | TX , United States | |
R Regina Odel | Trader | Denver, CO , United States |