Holly Ragan
Holly serves as Administrative Assistant to the Account Operations Department assisting with wire transfers, deposits, compliance, and account opening. Holly joined the firm in 2023. She holds a Bachelor of Behavioral Science degree from The Pennsylvania State University and has experience providing support to executives in higher education and the Pennsylvania Credit Union Association.
Whitney Marshall
Whitney is responsible for assisting with the coordination of operational functions for client accounts including account maintenance, deposits, and wire transfers. She also serves as SAM&T’s Assistant BSA/OFAC Officer and Assistant Information Security Officer. Whitney joined the firm in 2023 and has 16 years of experience within the financial sector including retail and corporate banking. […]
Christina Takach
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 […]
Martin Ortenzio
Robert Ortenzio
John Ortenzio
Rocco Ortenzio
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 22 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 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. […]
Claire Goshorn
Claire is responsible for coordination and oversight of all operational functions for client accounts including account maintenance, deposits and wire transfers. She also serves as SAMT’s BSA/OFAC Officer and Information Security Officer. Claire joined the firm in 2015. Prior to joining SAMT, Claire worked as a continuing legal education administrative assistant at the Pennsylvania Bar […]
