facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

About

Sam Brownell, CFA

Founder

Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy and M&A. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.


Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland's Robert H. Smith School of Business.  Prior to forming Stratus, Sam worked in trading and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.

Sam and his wife Sara live in Silver Spring, Maryland, with their son Felix.  In his free time, Sam enjoys coaching swimming in the DC area and is an avid fly fisherman.