Sam Miller, CFA®, CFP®, CAIA®,

Executive Vice President of Investment Strategy at Signature Estate & Investment Advisors (SEIA)

Speaker

Samuel Miller, CFA®, CFP®, CAIA®, is Executive Vice President of Investment Strategy at Signature Estate & Investment Advisors (SEIA). He chairs the firm's Investment Committee and Investment Solutions Group, leading due diligence and portfolio construction.

Sam helps advisors and clients make disciplined decisions when markets, taxes, and headlines create uncertainty. He believes strategy should be grounded in each client's financial plan rather than market forecasts or trends. He focuses on fixed income, tax management, alternative investments, direct indexing, and values based investing.

Through market commentary, webinars, podcasts, and media interviews, Sam makes complex topics easier to understand, emphasizing context and discipline.

Sam holds a BS in Finance from the University of Illinois and an MBA from the University of Chicago. Originally from Chicago, he lives in San Pedro, CA with his wife and daughters.