Samir Sinha is the Chief Investment Officer at Stavis Wealth, bringing over 27 years of experience in investment management across various asset classes. He began his career at Sanford C. Bernstein, analyzing the chemicals industry, and later worked as an equity analyst at AIM Management (now Invesco), helping manage $31 billion in assets. 

Samir then founded Mockingbird Holdings, managing a long/short equity portfolio, investing in private equity/debt, and developing asset allocation strategies for a family office. He later served as a senior portfolio manager at MBM Financial (now BOK Financial), managing $1.2 billion in client assets as a key investment committee member. 

Most recently, Samir advised individual and institutional clients on portfolio construction at the Franklin Templeton Institute. He holds a B.S. in Chemical Engineering from Columbia University and is a CFA Charterholder and Houston Society of Financial Analysts member.