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

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

Operations Enrollment Specialist

Kasheia Williams