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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 subsequently registered the firm as a Michigan Registered Investment Adviser in 2016. Mr. Huszczo, has been an active investor since 2004. Since then he earned the Certified Financial Planner designation in 2005 & the Chartered Financial Analyst (CFA) designation in 2009. Mr. Huszczo has primary responsibility for investment strategy, portfolio management and research. Sam received a Bachelor of Arts degree in Economics from the University of Michigan in 2003 .

In being very active in the Detroit community, Sam Huszczo, CFA has been involved in many community organizations, including The CFA Society of Detroit, a local financial analyst society, where he served as President in 2016. He was elected to Leadership Detroit Class 28, served on the board of the University of Michigan Alumni Association of Greater Detroit, and has been quoted several times in the Detroit Free Press newspaper and DBusiness magazine.

He was also selected as one of the Detroit Business Journals’s 2016 30 in their Thirties honorees, a 2017 featured presenter for the Detroit Economic Club, and most recently honored as the 2017 CFA Institute North American Volunteer of the Year. As a regional CFA Institute Ethics Ambassador, Mr Huszczo has given lectures at: University of Michigan – Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, MAPERs, and the Detroit Economic Club.

Current position (2)

Founder

SGH Wealth Management

Board Member

CFA Detroit

Achievements (7)
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

30 Business Leaders in their 30s Award

The 2016 class of 30 in Their Thirties offers products and services from Michigan that span the world, from private jet charters to residential development to web design to the rebuilding of Detroit:
http://www.dbusiness.com/September-October-2016/30-in-Their-Thirties-201...

Detroit Economic Club Speech

YL Professional Development Seminar – Personal Finance for Millennials
400+ attendees
Like many millennials, you may face increased responsibilities including a student loan debt, and parenthood: http://www.econclub.org/meeting/yl-professional-development-seminar-pers...

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%...

Quoted in Several Publications

Detroit Free Press: http://www.freep.com/story/money/personal-finance/susan-tompor/2017/03/1...
U of M Alumnus Magazine: https://digitaledition.qwinc.com/publication/?i=336338&ver=html5&p=58
Crain’s Detroit: http://www.crainsdetroit.com/people/34071

CFA Ethics Trainer

As a regional CFA Institute Ethics Ambassador, Mr Huszczo has given lectures at: University of Michigan – Stephen Ross, Eastern Michigan University, Oakland University, University of Detroit Mercy, Wayne State University, MAPERs, and the Detroit Economic Club.

Detroit Economic Club - Finance & Audit Committee
Degrees (1)
Economics
University of Michigan
1999 to 2003

Presentations

Presentations (5)
Current Events/Stock Market
ETFs
Behavioral Finance
Millennials Finance 101
CFA Ethics Presentation
Past talks (7)
Personal Finance for Millennials
Detroit Economic Club
Detroit
2017
CFA Ethics
MAPERs
Detroit
2017
CFA Ethics
University of Michigan - Stephen Ross
Ann Arbor
2017
CFA Ethics
University of Detroit Business School
Detroit
2017
CFA Ethics
Eastern Michigan University - College of Business
Ypsilanti
2017
CFA Ethics
Oakland University
Auburn Hills
2017
Factor Due Diligence; Which ETF Strategy For Today’s Market Environment
Financial Advisor Magazine - ETF Summit
Dallas, TX
October 16, 2018
  • All (5)
  • Videos (1)
  • Photos
  • Slides (4)
March 8th, 2017: Michigan Ross Ethics Seminar with Michael McMillan, PhD, CFA, CPA
This speaker hasn't uploaded any photos yet.
2020 Inside ETFs
CNBC Appearance
Bloomberg Appearance
RIA Institute Webinar Feat Moderator: Sam Huszczo, CFA, CFP
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
Detroit Economic Club
Cheddar TV
Financial Advisor Magazine

Awards & certifications (3)

CFA Charterholder
CFA Institute
2009
CFP Certicificate
CFP Board of Standards
2005
Leadership Detroit Graduate
Leadership Detroit
2006
Recommendations
Why choose me? 

Energy. Edutainment. Making the complex simple: Finance topics, Business Ethics, Career Planning +

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