Kimberly Nagle

Kimberly provides support to the Portfolio Accountant in the areas of account reconciliations, trade settlement, client reporting and tax coordination. She joined the firm in 2019 and has over 15 years of accounting experience. Prior to joining SAMT, Kimberly worked in various roles as a business manager and controller from 2002-2019. She holds an associate’s […]

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 15 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. […]