Katie Martz
In Katie’s role as the Director of Institutional Business Development & Marketing, she focuses on driving the growth of our firm through strategic client acquisition, marketing, and effective relationship management […]
See MoreIn Katie’s role as the Director of Institutional Business Development & Marketing, she focuses on driving the growth of our firm through strategic client acquisition, marketing, and effective relationship management […]
See MorePeter Mahony is a Business Development Representative at SAM. His time is spent identifying prospective clients who can benefit from SAM’s services and obtain their financial goals. Peter earned a […]
See MoreTy Trosky is the Business Development Representative Team Lead at SAM. His day is spent working closely with other members of the business development team identifying investors from across the […]
See MoreTom is a Senior Vice President at SAM. He has over 27 years in the business with the vast majority of his experience advising Ultra High Net-worth clients as a […]
See MoreWilliam is the National Director of Business Development at SAM. He spent the bulk of his early career helping to build a multibillion-dollar private investment firm where he was recognized […]
See MoreClaire Snider, Manager of Marketing & Project Management at SAM, thrives in a dynamic role, leading and coordinating marketing initiatives while ensuring the execution of strategic projects. Collaborating across teams, […]
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