Hanaan Howard

Hanaan is a Client Service Associate at SAM. Her role is to act as a liaison between the client and operations team and performs tasks such as assisting the client […]

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Thelma West

Thelma West is a seasoned HR leader and business partner;  Thelma has used her strong human resources background and a blend of experience in various positions within the private sector […]

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Carlee McIntosh

Carlee is an Operations Associate at SAM.  Her tasks include opening new accounts, replicating accounts and working various client cases. Prior to joining SAM, Carlee was in retail banking where […]

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George Stock

George is a Controller at SAM responsible for all aspects of accounting for SAM. George has over 20 years of accounting experience, most recently as Chief Financial Officer with LRG […]

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Jeff Sargent

Jeff has over twenty years of compliance experience, most recently serving as the Chief Compliance Officer of Brite Advisers USA, a New York based RIA that focused on the British […]

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Gregory Gorea

Gregory is an Operations Analyst at SAM. His day to day includes collaborating with and providing support for the Trading Team, as well as the Operations Team. Prior to joining […]

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Shannon Dillard

Shannon is an Operations Associate at SAM. She is responsible for facilitating client’s operational requests such as asset movement and account updates. Prior to joining SAM, Shannon managed the New […]

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Meghan Caldwell

Meghan is an Operations Associate at SAM. Her tasks include prepping enrollment documents for new clients, funding reporting, and working various client cases. Prior to joining SAM, Meghan was in […]

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Emily Troumbley

Emily Troumbley works on the SAM Operations Team. Her focus is on processing incoming paperwork and initiating accounts for clients. Prior to SAM, Emily worked for M&T Bank as a […]

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Sam Clifford

As CTO, Sam is responsible for implementing new software technologies across all SAM business units. Before taking this role, he was SAM’s CBDO, guiding the organization through the transition of […]

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