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Samuel Mitsui-Reyes

Samuel Mitsui-Reyes

Associate Portfolio Analyst at Wealth Architects, LLC

Mountain View, CA , United States

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

OrganizationRoleDate RangeDetails
Wealth Architects, LLCAssociate Portfolio AnalystJan 2025 to Present
Brighton JonesPrivate Wealth Management InternJun 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)

NameRoleLocation
Mark Gordon
Mark Gordon
Chief Investment OfficerCA , United States
Curtis Campbell
Curtis Campbell
PrincipalReno, NV , United States
Justin Mazzon
Justin Mazzon
Associate Portfolio AnalystCA , United States
Vivian Tang
Vivian Tang
Portfolio AnalystMountain View, CA , United States
Wendy Jankoski
Wendy Jankoski
President and Chief Investment OfficerSarasota, FL , United States

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