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Samuel Okeowo

Samuel Okeowo

Operations Specialist at United Capital Financial Advisers, LLC

Roanoke, TX , United States

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

OrganizationRoleDate RangeDetails
United Capital Financial Advisors, LLCOperations SpecialistSep 2025 to Present
United Capital Financial Advisors, LLCSenior AnalystNov 2023 to Present
Goldman SachsSenior AnalystMay 2023 to Nov 2023
Goldman SachsAnalystJun 2022 to May 2023
InfosysAdministrative ConsultantMar 2022 to Jun 2022
Charles SchwabFinancial Services RepresentativeJan 2022 to Mar 2022
Babcock Finance SocietyMemberJun 2019 to Jun 2021
Babcock University, Ilishan-RemoVice PresidentSep 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)

NameRoleLocation
Chris Helton
Chris Helton
Sr Research AnalystSeattle, WA , United States
Estefania Torres
Estefania Torres
Senior AnalystDallas, TX , United States
Frank Salb
Frank Salb
Chief Investment OfficerKansas City, MO , United States
J
Jennifer Dang
AnalystUnited States
A
Ashley Heineman
AssociatePlano, TX , United States
Daniel S.
Daniel S.
Senior TraderTX , United States
N
Nick Dumitru
Portfolio AnalystDallas, TX , United States
Nicolas Gonzales
Nicolas Gonzales
AnalystTX , United States
R
Regina Odel
TraderDenver, CO , United States