AeroLeads people directory · profile

Sam Houk, Cfa, Caia, Mba Email & Phone Number

Portfolio Manager, Credit and Hedge Funds at TCDRS
Location: Austin, Texas, United States 7 work roles 3 schools
1 work email found @dimensional.com 3 phones found area 951 and 650 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@dimensional.com
Direct phone (951) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio Manager, Credit and Hedge Funds
Location
Austin, Texas, United States
Company size

Who is Sam Houk, Cfa, Caia, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sam Houk, Cfa, Caia, Mba is listed as Portfolio Manager, Credit and Hedge Funds at TCDRS, a company with 130 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at dimensional.com, phone signal with area code 951, 650, and a matched LinkedIn profile for Sam Houk, Cfa, Caia, Mba.

Sam Houk, Cfa, Caia, Mba previously worked as Senior Associate, Research at Dimensional Fund Advisors and Associate, Research at Dimensional Fund Advisors. Sam Houk, Cfa, Caia, Mba holds Master Of Business Administration - Mba from The University Of Texas At Austin - Red Mccombs School Of Business.

Company email context

Email format at TCDRS

This section adds company-level context without repeating Sam Houk, Cfa, Caia, Mba's masked contact details.

*@dimensional.com
68% confidence

AeroLeads found 1 current-domain work email signal for Sam Houk, Cfa, Caia, Mba. Compare company email patterns before reaching out.

Profile bio

About Sam Houk, Cfa, Caia, Mba

Sam Houk, Cfa, Caia, Mba is a Portfolio Manager, Credit and Hedge Funds at TCDRS. He possess expertise in investments, portfolio performance analysis, gips compliance, financial services, investment management and 31 more skills.

Listed skills include Investments, Portfolio Performance Analysis, Gips Compliance, Financial Services, and 32 others.

Current workplace

Sam Houk, Cfa, Caia, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

TCDRS
Tcdrs
Portfolio Manager, Credit and Hedge Funds
Dripping Springs, TX, US
Website
Employees
130
AeroLeads page
7 roles

Sam Houk, Cfa, Caia, Mba work experience

A career timeline built from the work history available for this profile.

Portfolio Manager, Credit And Hedge Funds

Dripping Springs, TX, US

Sales Development Representative

Austin, Texas

Oct 2017 - Jun 2018

Portfolio Manager

San Francisco, California

  • Manage client portfolios totaling approximately $1.5bn AUM
  • Coordinate meetings with fund managers in order to contribute to team investment strategy
  • Led the due diligence process for external fund managers across all asset classes including publicequity and fixed income, multi-strat/fund-of-fund hedge funds, private equity, private credit, andprivate real estate
  • Organize and facilitate fund manager quarterly conference calls; provide detailed notes to advisors
  • … Show more
  • Research current/forecasted market and economic data and communicate to advisors, clients, andprospects
Nov 2015 - Oct 2017

Wealth Management Associate

Palo Alto, California

  • Group leader of a financial planning program working alongside 22 wealth managers totaling approximately $2bn AUM across 600+ clients
  • Perform manager due diligence leveraging internal, proprietary research resources
  • Develop individual financial plans for clients & prospects using eMoney
  • Support advisors by creating supplemental financial planning and investment recommendations to present to clients/prospects
  • Produce quarterly/annual reports and present to senior… Show more
  • Produce quarterly/annual reports and present to senior executives
May 2014 - Nov 2015

Financial Advisor/Investment Analyst

Newport Beach, CA

  • Perform extensive research and investment analysis to ensure suitability for client portfolios
  • Complete annual client portfolio reviews and discuss future investment strategies
  • Analyze company financial statements and explore possible investment opportunities for clients
  • Organize and review complex data to assess investment accounts
  • Develop comprehensive reports, charts, and graphs to present data to C-level executives
  • Establish objectives, risk tolerance, and time… Show more
Apr 2013 - Mar 2014
Team & coworkers

Colleagues at TCDRS

Other employees you can reach at tcdrs.org. View company contacts for 130 employees →

3 education records

Sam Houk, Cfa, Caia, Mba education

FAQ

Frequently asked questions about Sam Houk, Cfa, Caia, Mba

Quick answers generated from the profile data available on this page.

What company does Sam Houk, Cfa, Caia, Mba work for?

Sam Houk, Cfa, Caia, Mba works for TCDRS.

What is Sam Houk, Cfa, Caia, Mba's role at TCDRS?

Sam Houk, Cfa, Caia, Mba is listed as Portfolio Manager, Credit and Hedge Funds at TCDRS.

What is Sam Houk, Cfa, Caia, Mba's email address?

AeroLeads has found 1 work email signal at @dimensional.com for Sam Houk, Cfa, Caia, Mba at TCDRS.

What is Sam Houk, Cfa, Caia, Mba's phone number?

AeroLeads has found 3 phone signal(s) with area code 951, 650 for Sam Houk, Cfa, Caia, Mba at TCDRS.

Where is Sam Houk, Cfa, Caia, Mba based?

Sam Houk, Cfa, Caia, Mba is based in Austin, Texas, United States while working with TCDRS.

What companies has Sam Houk, Cfa, Caia, Mba worked for?

Sam Houk, Cfa, Caia, Mba has worked for Tcdrs, Dimensional Fund Advisors, Rubrik, Inc., Jefferies, and Morgan Stanley.

Who are Sam Houk, Cfa, Caia, Mba's colleagues at TCDRS?

Sam Houk, Cfa, Caia, Mba's colleagues at TCDRS include Doris Richardson, Brad Watkins, Robert Powers, Darryl Odero, and Susan Fletcher.

How can I contact Sam Houk, Cfa, Caia, Mba?

You can use AeroLeads to view verified contact signals for Sam Houk, Cfa, Caia, Mba at TCDRS, including work email, phone, and LinkedIn data when available.

What schools did Sam Houk, Cfa, Caia, Mba attend?

Sam Houk, Cfa, Caia, Mba holds Master Of Business Administration - Mba from The University Of Texas At Austin - Red Mccombs School Of Business.

What skills is Sam Houk, Cfa, Caia, Mba known for?

Sam Houk, Cfa, Caia, Mba is listed with skills including Investments, Portfolio Performance Analysis, Gips Compliance, Financial Services, Investment Management, Portfolio Management, Asset Allocation, and Market Research.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.