Nathan Friedman

Nathan is responsible for a wide array of functions related to administration and operational processes of client portfolios. He joined the firm in 2014 and has 5 years of experience in finance. Prior to joining SAMT, he worked as a relationship banker at M&T Bank. Nathan holds a BS of Business Administration with an Accounting […]

Kevin Ortenzio

Kevin serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. He joined the firm in 2014 and has 5 years of experience in finance. Kevin holds an MS in Finance from the University of Denver and a BS in Finance from the […]

Emily Ernest, CFA

Emily serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. She joined the firm in 2014 and has 9 years of experience in finance. Prior to joining SAMT, she worked as an account manager with Bloomberg Trade Order Management Solutions from 2012 […]

Sean Breckenridge, CFA

Sean is responsible for research, portfolio analytics and trade execution. He joined the firm in 2010 and has 18 years of experience in finance. Prior to joining SAMT, he worked as a client services associate at Wells Fargo Advisors from 2008 to 2010 and a trade assistant at Capmark Investments, a $7 Billion money manager, […]