Kasheia Williams

Kasheia brings a wealth of experience to her career in financial services. With a background at top firms like Vanguard, LPL Financial, Wells Fargo, and BB&T, she specialized in assisting […]

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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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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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Shannon Dillard

Shannon is a Client Service Associate – Team Lead at SAM. She is responsible for facilitating client’s operational requests such as asset movement and account updates. Prior to joining SAM, […]

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Meghan Caldwell

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

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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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Kenneth Sitnick

Ken has been in the financial industry for over 15 years. He began his career on a High Yield Institutional Trading desk and then focused on Equity Trading. He worked […]

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