Sam Miller, CFA®, CFP®, CAIA®
Executive Vice President of Investment Strategy, Signature Estate & Investment Advisors (SEIA)
Sam Miller, CFA®, CFP®, CAIA® is listed as Executive Vice President of Investment Strategy, Signature Estate & Investment Advisors (SEIA). Sam is scheduled to speak at RIA Edge Private Markets 2026 on 11 November 2026.
Compiled from published conference agendas; not yet confirmed by Sam. Is this you? Claim this profile.
About
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.
Upcoming
RIA Edge Private Markets 2026 9 November 2026 – 11 November 2026
- Beyond Access: Unlocking Value Across the Private Markets Investment Lifecycle Panellist · 11 November 2026