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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Sam Huszczo, CFP®, CFA®
Chartered Financial Analyst at SGH Wealth Management
Speaker

Profile

Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has received National TV recognition with his appearances on: CNBC’s Squawk Box, Bloomberg TV, Fox Business News, Cheddar TV, & more. In addition he has been featured in editorials with USA Today, Kiplingers, S&P 500 Indices, amongst others. Volunteerism has been an important part of Sam’s career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. Huszczo has primary responsibility for investment strategy, portfolio management, and research. Mr. Huszczo’s personal portfolios are substantially invested in the same securities owned in the firm’s client accounts

Agenda Sessions

  • NextGen Mentor-Mentee Speed Dating

    2:00pm
  • Fixed Income ETFs-Exploring key Capabilities and Return Strategies in the Bond Market

    9:55am