Sam Brownell

About Sam Brownell

Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Advisors) 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 Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community by coaching swimming in the DC area and is an avid fly fisherman.

Experience

1. Founder and Chief Executive Officer

   Stratus Business Advisors

   Jan 2025 — Present

Education

• University of Maryland

  MBA, Finance

  2009 — 2011

• Loyola University Maryland

  BBA, Economics

  2001 — 2005