OUR TEAM
Decades of Industry Experience
SAM Management Team
Chief Investment Officer
Austin Root
Chief Executive Officer
Chris DeLaura
National Director of Business Development
William Pedersen
Director of Wealth Management
Tom Vatavuk, CFP®
Chief Technology Officer
Sam Clifford
Chief Operations Officer
Eamonn O'Brien
Chief Compliance Officer
Jeff Sargent
Head of Human Resources
Thelma West
Our Team
Senior Investment Analyst
Jacob Abrams
Vice President, Client Onboarding
Bethany Ahlquist
Operations Enrollment Lead
Meghan Caldwell
Senior Vice President
Tom Casper
Chief Technology Officer
Sam Clifford
Chief Executive Officer
Chris DeLaura
Client Service Associate - Team Lead
Shannon Dillard
Trader & Senior Analyst
Vincent Dolce
Junior Investment Consultant
Corey Drejas
Senior Wealth Manager
Chris Gilmor, CFP®
Trading Assistant
Gregory Gorea
Client Service Associate
Hanaan Howard
Deputy Chief Investment Officer, Portfolio Manager
Michael Joseph, CFA
Business Development Representative
Peter Mahony
Director of Institutional Business Development & Marketing
Katie Martz
Chief Operations Officer
Eamonn O'Brien
National Director of Business Development
William Pedersen
Senior Operations Manager
Jennifer Ramos-Robinson
Chief Investment Officer
Austin Root
Chief Compliance Officer
Jeff Sargent
Senior Investment Consultant
Kenneth Sitnick
Wealth Manager
Jared Skinner
Manager of Marketing and Project Management
Claire Snider
Wealth Manager
Jeff Starr
Controller
George Stock
Senior Wealth Manager
Kimberley Threadgill, CFP®, CDFA®
Business Development Representative
Ty Trosky
Operations Maintenance Team Lead
Emily Troumbley
Deputy Chief Investment Officer, Portfolio Manager
Mario Valente, CFA
Client Service Associate
Adrienne Villano
Director of Wealth Management
Tom Vatavuk, CFP®
Senior Wealth Manager
Ryan Walker, CFP®
Head of Human Resources
Thelma West
Senior Wealth Manager
Maurice Whittaker
