About
Sam Frost, CFA, is a Senior Portfolio Manager at Narwhal Capital Management in Atlanta, Georgia, where he leads portfolio management and equity analysis for the firm. In his current role, Sam oversees discretionary investment strategies and manages customized asset allocations, focusing on constructing client portfolios that align with risk and return objectives.
He specializes in the analysis and management of equity investments, with specific sector expertise typically aligned with Narwhal’s focus on U.S. equities and diversified asset allocation for high-net-worth individuals and institutional clients. Sam began his career with Narwhal in 2016, following the completion of his MBA at Carnegie Mellon University's Tepper School of Business. He also holds a B.S. in Mathematics from Mississippi State University, where he was recognized for both academic and athletic achievements.
A Chartered Financial Analyst (CFA), Sam is acknowledged for his quantitative acumen and rigorous investment process, contributing to the firm’s research-driven culture and client advisory capabilities. His achievements include driving key portfolio outcomes and supporting Narwhal’s reputation for disciplined, personalized investment management in the Atlanta market and beyond.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Narwhal Capital Management | Equity Analyst, Portfolio Manager | Jun 2016 to Present | Narwhal Capital Management offers investment advisory, tax, financial planning and 401(k) management services to individuals, families, corporations and foundations. Our firm places an emphasis on cus... |
| Narwhal Capital Management | Junior Investment Analyst and Assistant Portfolio Manager | Jun 2016 to Jun 2016 | — |
| Air Products and Chemicals | MBA Career Development Financial Analyst Intern | May 2015 to Aug 2015 | - Responsible for monthly/quarterly closes for the Latin American group. - Consolidated financials from multiple P&L's and built report that rolled up to entire company for earnings reports. - Facilit... |
| Mspark | Financial Anaylst | Dec 2013 to May 2014 | - Ad hoc construction of spreadsheets - Built financial models such as cash flow statements and forecasts - Data analysis using statistical tools such as linear regression - Determine product profitab... |
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Finance, Economics, Quantitative Analysis
2014 — 2016
Mississippi State University
Bachelor of Science (BS), Mathematics
2009 — 2013
Others at Narwhal Capital Management (2)
| Name | Role | Location |
|---|---|---|
B Benjamin Nye | Chief Investment Officer and Portfolio Manager | Atlanta, GA , United States |
 | Fall Analyst | Atlanta, GA , United States |