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Samuel Mitsui-Reyes
Associate Portfolio Analyst at Wealth Architects, LLC
About
Samuel Mitsui-Reyes is an Associate Portfolio Analyst at Wealth Architects, LLC in Mountain View, CA, where he focuses on portfolio monitoring, trading, and investment research. His role involves supporting portfolio management activities, conducting investment analysis, and executing trades, all aimed at developing and maintaining client portfolios tailored to meet diverse financial goals.
Samuel’s investment expertise covers a broad range of asset classes, including equities, fixed income, and alternative investments. He is also actively involved in applying research-driven insights to optimize portfolio construction and performance for high-net-worth clients, families, and individuals in the private wealth management sector.
Prior to joining Wealth Architects, Samuel interned with Brighton Jones in private wealth management, deepening his experience in client service and investment planning. He earned his Bachelor of Science in Finance from the University of Denver, combining quantitative acumen with a passion for helping clients achieve financial security. Samuel is recognized for his commitment to lifelong learning and making a positive impact through financial empowerment, alongside volunteer work in the community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealth Architects, LLC | Associate Portfolio Analyst | Jan 2025 to Present | — |
| Brighton Jones | Private Wealth Management Intern | Jun 2024 to Aug 2024 | In my role, I performed detailed financial analysis, including investment reviews and risk assessments, enhancing financial strategies. I collaborated with senior advisors to develop tax-efficient wea... |
Education
University of Denver
Bachelor's of Science, Finance
2021 — 2024
Others at Wealth Architects, LLC (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | CA , United States | |
| Principal | Reno, NV , United States | |
| Associate Portfolio Analyst | CA , United States | |
| Portfolio Analyst | Mountain View, CA , United States | |
| President and Chief Investment Officer | Sarasota, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |