Assistant Vice President
Head of Client Service
“Bow pair to row, stern pair to set the boat.” While no one at the firm would quite know what Samantha is saying, her experience as a nationally ranked Coxswain at Northeastern has prepared her well to help set and steer all aspects of the firm’s clients’ lives to a successful outcome.
Samantha joined our team from Wells Fargo, where she worked for five years in a variety of client service and relationship management functions within its wealth management division. At the firm, Samantha is able to utilize her undergraduate degree in psychology and her masters in counseling to help interpret and solve our clients’ most pressing service needs. Whether it be a tight timeline for an unforeseen cash need or a cash flow analysis on a new investment positioned to fund a specific client goal, Samantha’s ingrained and honed relationship management skills provide answers and solutions quickly and efficiently. Samantha is always in pursuit of positive solutions for firm clients. When she hears “no” to a question she asks, she considers that response to be just the beginning of the conversation, until she can get to “yes.”
Samantha lives in a NYC apartment she calls “the best deal on the Upper East Side,” and takes advantage of her proximity to many of her family and friends.