Sam G. Huszczo, CFA, CFP

About Sam G. Huszczo, CFA, CFP

Founder of SGH Wealth Management, Sam Huszczo, CFA, CFP has been an active investor since 2004. He earned the Certified Financial Planner (CFP) designation in 2005 and the Chartered Financial Analyst (CFA) designation in 2009. He graduated from the University of Michigan majoring in Economics and his primary duties are investment strategy, portfolio management and research. Mr. Huszczo’s personal portfolios are substantially invested in the same securities owned in the firm’s client accounts. Volunteerism has been an important part of Sam’s career, being elected President of the CFA Society Detroit, CFA Mid-West Regional Ethics Ambassador and ultimately being awarded CFA Institute Volunteer of the Year in 2017. He serves on the Finance & Audit Committee for the Detroit Economic Club and was also acknowledged as a Detroit Business Journals’ 30 in their Thirties honoree. In addition he has received National TV recognition with his appearances on: CNBC, Bloomberg TV, Kiplinger’s, Fortune, USA Today, The Detroit Free Press, Crain’s & more. Sam Huszczo has also been asked as a featured speaker for the: S&P Dow Jones Indices, Inside ETFs (the largest ETF conference in the world), Financial Advisor Magazine and has given lectures at University of Michigan – Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, and more.