Samuel Gilbert

Samuel Gilbert, CFA, is a Portfolio Manager at Yousif Capital Management, LLC based in Birmingham, MI. In his current role, he is responsible for managing institutional investment portfolios and designing risk-focused strategies tailored to the diverse needs of clients such as captive insurance programs, municipalities, Taft-Hartley plans, and socially responsible investors. Gilbert’s work emphasizes collaborative solutions within equities and fixed income, delivering performance with a strong commitment to ethical standards.

His investment focus spans across public equity and fixed income markets, with an additional specialization in ESG and socially responsible investing, tailoring strategies for organizations with specific values or requirements. Drawing on firm-wide expertise, he contributes to portfolio construction, asset allocation, and ongoing market analysis to create balanced, evidence-based investment approaches that prioritize clients’ outcomes.

Before joining Yousif Capital Management, Gilbert earned the Chartered Financial Analyst (CFA) designation, reflecting his expertise in financial analysis and portfolio management. He is recognized for his analytical skills, commitment to transparency, and ability to adapt strategies to market changes, supporting institutional clients in achieving long-term financial goals.