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  1. Home
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  3. Sam Huszczo
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Sam Huszczo

CFA
Founder
SGH Wealth Management
Country or state 
United States
Available to 
Global
City 
Detroit
Fee 
Languages 
English
Volunteer
Yes

Personal Details

Bio

Sam Huszczo founded SGH Wealth Management, LLC in 2005 and honored as the 2017 CFA Institute North American Volunteer of the Year. In addition to the accolades of Investopedia’s 100 Most Influential Financial Advisors, USA TODAY’s Best Financial Advisory Firm, & one of AMERICA’s Fastest Growing Firms by InvestmentNews. He has given national keynote talks for Inside ETF, Exchange ETF, The MoneyShow & more.

Current position (2)

Founder

SGH Wealth Management

Board Member

Detroit Symphony Orchestra

Achievements (5)
2017 CFA Institute North American Volunteer of the Year

It takes a special person to be a volunteer. Giving back to a community for the greater good involves commitment, passion, and integrity – attributes that over 1,600 CFA Society® leaders around the globe certainly display: https://connexions.cfainstitute.org/volunteers-of-the-year

2nd Youngest President in CFA Detroit History

Sam G Huszczo, CFA® announced new President of the CFA Society of Detroit: Well-Positioned to Drive Societal Growth: http://www.businesswire.com/news/home/20160613005005/en/Sam-Huszczo-CFA%...

Detroit Economic Club - Finance & Audit Committee
Investopedia’s 100 Most Influential Financial Advisors

https://sghwm.com/investopediatop100samhuszczo/

USA TODAY’s Best Financial Advisory Firm

https://sghwm.com/best-financial-advisory-firm/

Degrees (1)
Economics
University of Michigan
1998 to 2002

Presentations

Presentations (5)
Current Events/Stock Market
ETFs
Behavioral Finance
Millennials Finance 101
CFA Ethics Presentation
Past talks (3)
Personal Finance for Millennials
Detroit Economic Club
Detroit
December 31, 2016
CFA Ethics
MAPERs
Detroit
December 31, 2016
CFA Ethics
University of Michigan - Stephen Ross
Ann Arbor
December 31, 2016
  • All (1)
  • Videos
  • Photos
  • Slides (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
2024 Inside ETFs
This speaker hasn't uploaded any one sheet yet.
This speaker hasn't uploaded any press information yet.

Books & Articles (4)

SGH In The News
Kiplinger's Magazine
Fortune Magazine
USA Today

Expertise (8)

Business
Education
Business Ethics and Trust Business Financial Planning Millennial Leadership Stock Market Behavioral Finance

Clients

CNBC
Bloomberg
Inside ETFs
S&P 500 Indices
The MoneyShow
Detroit Economic Club
Cheddar TV
Exchange ETF

Awards & certifications (3)

CFA Charterholder
CFA Institute
2009
CFP Certicificate
CFP Board of Standards
2005
Investment Advisor of the Year - Nominee
InvestmentNews Maagzine
2024
Recommendations
Why choose me? 

Energy. Edutainment. Making the complex simple: Finance topics, Business Philosophy, & NOT CORPORATE

Affiliations
Society Speaker Directory
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