Christina fulfills an essential role within the organization by supporting the relationship managers and providing portfolio administration in the areas of client reporting, presentation material, portfolio analysis, and research. She joined the firm in 2021. Christina holds a BSBA in Finance and Personal Financial Planning from Shippensburg University. She has extensive knowledge in insurance with […]
Sharon serves as an administrative assistant providing a broad range of support to the relationship managers and maintaining client records. She also coordinates hospitality services for client meetings and events. Sharon joined the firm in 2016. Prior to joining SAMT, she worked in various administrative and tax accounting roles for 20 years.
Brittany serves as a client services associate supporting the relationship managers and providing portfolio administration in the areas of client reporting, presentation material, trustee services and portfolio analysis. She joined the firm in 2018 and has 8 years of experience in accounting and finance. Prior to joining SAMT, Brittany coordinated services in the human resources […]
Jennifer Bowen, CTFA
Jennifer leads trust administration for the firm and serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. She also provides oversight of portfolio operations and has served as SAMT’s Compliance Officer since 2005. Jennifer joined the firm in 2002 and has over […]