Brian Samuels, CFA

Principal, Senior Consultant at Fiducient Advisors
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Contact Information
us****@****om
(386) 825-5501
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Credentials

  • CFA Charter
    CFA Institute

Experience

  • Fiducient Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Principal, Senior Consultant
      • Jan 2023 - Present

    • Senior Investment Consultant
      • Jan 2020 - Present

    • Institutional Investment Consultant
      • Oct 2017 - Present

  • WTW
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • Oct 2015 - Oct 2017

    • Senior Investment Analyst
      • Oct 2013 - Oct 2015

  • Chatham Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Hedging Advisory Intern
      • May 2012 - Aug 2012

  • Armor Investment Advisors, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Intern
      • 2011 - 2012

  • MACRO Consulting Group
    • Parsippany, New Jersey
    • Associate
      • Feb 2009 - Jul 2011

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planner
      • Aug 2007 - Jan 2009

Education

  • Duke University - The Fuqua School of Business
    Master of Business Administration (M.B.A.), Finance
    2011 - 2013
  • Goucher College
    Bachelor of Arts (B.A.), Business Management/Communication & Media Studies
    2003 - 2007
  • Dwight-Englewood

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