Catherine Cooper
Catherine supports the Portfolio Accountant with responsibilities including account reconciliations, trade settlement, client reporting, and tax coordination. She joined SAMT in 2024, bringing over 25 years of experience in accounting. Prior to joining the firm, Catherine held various leadership roles, including Controller and Office Manager, where she developed a strong foundation in financial operations and […]
Briana Bailets
Briana is responsible for all portfolio operations including portfolio accounting, trade settlement, performance reporting and tax coordination. She has worked at the firm for 12 years and has over 21 years of experience in accounting and finance. Briana has worked in various roles as a staff accountant, compliance officer and investment advisor in community banking. […]