Samantha Grant, CFA, CAIA

Senior Consultant

Ms. Grant is primarily responsible for providing a broad range of consulting services to a variety of institutional plan sponsors, including strategic asset allocation, manager structure analysis, manager selection, risk management and continuing education of their fiduciaries.

Prior to joining Verus, Ms. Grant served as an investment consultant at Marquette Associates where she was a member of the firm’s investment committee, traditional investment manager search committee, and sustainable investing committee. In addition, Ms. Grant led U.S. equities manager due diligence at Marquette Associates and developed the manager due diligence platform for Mesirow Financial’s Retirement Advisory Services group. Ms. Grant began her career at Northern Trust in a leadership development program and later transitioned to portfolio manager role on a quantitative equity team.

Ms. Grant is a frequent speaker at industry conferences on a variety of investment topics including ESG investing, emerging and diverse manager programs, and private markets investing. She serves on the board of the South Side YMCA of Metro Chicago and the board of the Investment Diversity Advisory Council (IDAC), a nonprofit organization with the goal of creating a more inclusive investment industry.

Ms. Grant holds a master’s degree in business administration (MBA) and a bachelor of science (BS) from Florida A&M University. She is also a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.