Samantha T. Grant, CFA, CAIA

Samantha T. Grant is a consultant for Marquette Associates and has 13 years of investment experience. She joined Marquette in 2017 and serves as the investment consultant on several client relationships. Previously, she was a senior research analyst responsible for reviewing and conducting due diligence on U.S. equity products and managers, as well as developing macroeconomic and capital markets research. She is a member of the firm’s investment committee, traditional investment manager search committee, and the sustainable investing group.

Prior to joining Marquette, Samantha was an investment research analyst at Mesirow Financial and developed Mesirow’s defined contribution consulting group’s manager due diligence program. Samantha started her career at Northern Trust in a leadership development program before moving into an equity portfolio manager role within their active equity department. After four years as a quantitative equity portfolio manager, Samantha transitioned to Northern Trust’s discretionary team to advise institutional clients and ultra-high net worth families.

Samantha holds a B.S. in business administration and an M.B.A. in finance from Florida A&M University. She is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago. Samantha also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®. Additionally, she is a member of Women’s Investment Professionals, Chicago and serves on the board of the South Side YMCA of Metro Chicago.

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