Sam Brownell, CFA
Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve the valuation and succession planning needs of his independent business owner 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, valuation, 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 Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community as treasurer of a local, DC-area non-profit focused on teaching children to swim, and he is an avid fly fisherman.