Sameer Amin
Supervising Portfolio Manager @Optimize Financial Group
Signup · Get unlimited contacts
WORK HISTORY
Supervising Portfolio Manager @Optimize Financial Group
EDUCATION
University of Waterloo
Bachelor of Environmental Studies (BES)
Boston University
Master of Business Administration - MBA
ABOUT SAMEER AMIN
I am an investment professional with over a decade of experience in private wealth management, external manager research, and portfolio construction. Currently working as a Supervising Portfolio Manager at Optimize Wealth, I lead and mentor a team while contributing to our investment committee on model portfolios built with pension-style asset classes. My career has spanned senior research and client-facing roles, giving me deep expertise in asset allocation, manager selection, and relationship management for high-net-worth and institutional clients. With an MBA from Boston University and the CIM designation, I bring both technical insight and a client-centric approach—translating complex market strategies into clear, actionable solutions that help clients achieve stability and long-term success.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.