Aaron Sams, CFA®

Portfolio Manager

Aaron Sams has joined PYA Waltman Capital, LLC as a portfolio manager. Aaron will be a member of the investment committee and responsible for contributing research and meeting with clients.

Qualifications

Mr. Sams earned the right to use the Chartered Financial Analyst or CFA® designation. The CFA® Institute is a global, not-for-profit organization of investment professionals. To earn the CFA® designation, Mr. Sams successfully passed all three exam levels; completed four years of qualified investment work experience; became a member of the CFA® Institute; annually pledges to adhere to the CFA® Institute Code of Ethics and Standards of Professional Conduct; and applied for membership to a local CFA® member society.