Samuel Alexander Gilliland

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Finance

Consumer Services

Profile

Mr. Samuel A. Gilliland, Jr., is a Managing Director & Senior Advisor at Fieldpoint Private Securities LLC.
Mr. Gilliland joined Fieldpoint Private in December 2010.
Mr. Gilliland was previously employed as a Managing Director by Morgan Stanley Smith Barney LLC.
He received his undergraduate degree from Denison University.

Former positions of Samuel Alexander Gilliland

Companies	Position	End
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Portfolio Manager-Equities	2022-04-30
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2010-11-30

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Linked companies

Private companies	3
Denison University Denison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Finance